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 INC3 years Service code 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $12,875 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $2,986 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,025 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,175 | $66,310-10.8% | $93,606-36.8% | $65,185-9.2% |
| Participation rate | 86.0% | 74.0%+12.0pp | 75.8%+10.1pp | 70.2%+15.8pp |
| Annual return | 15.82% | 42.58%-26.8pp | 32.76%-16.9pp | 29.38%-13.6pp |
| Employer contribution / active EE | $1,847 | $2,012-8.2% | $2,718-32.0% | $2,177-15.1% |
| Participant deferral / active EE | $3,174 | $3,342-5.0% | $4,069-22.0% | $3,514-9.7% |
| Admin fee / account holder | $39 | $6,897-99.4% | $7,888-99.5% | $847-95.3% |