See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC5 years Service code 27 · EIN 43-0538770 | Advisory (Plan) | $19,879 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,050 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,877 | $59,263+78.7% | $96,562+9.6% | $79,386+33.4% |
| Participation rate | 40.7% | 61.9%-21.2pp | 69.8%-29.1pp | 70.7%-30.0pp |
| Annual return | 12.30% | 27.07%-14.8pp | 37.78%-25.5pp | 116.85%-104.5pp |
| Employer contribution / active EE | $822 | $1,216-32.4% | $2,356-65.1% | $2,427-66.1% |
| Participant deferral / active EE | $2,312 | $2,948-21.6% | $3,849-39.9% | $4,046-42.8% |
| Admin fee / account holder | $308 | $658-53.3% | $6,181-95.0% | $626-50.9% |