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 INC4 years Service code 55 501 N BROADWAY · ST LOIUS, MO 63102 | Other Commissions | $14,507 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,198 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,463 |
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 | $61,201 | $70,908-13.7% | $98,907-38.1% | $73,488-16.7% |
| Participation rate | 92.0% | 73.8%+18.3pp | 76.0%+16.0pp | 70.7%+21.4pp |
| Annual return | 11.67% | 34.17%-22.5pp | 196.43%-184.8pp | 28.51%-16.8pp |
| Employer contribution / active EE | $2,303 | $2,036+13.1% | $2,689-14.3% | $2,270+1.5% |
| Participant deferral / active EE | $3,946 | $3,500+12.7% | $4,244-7.0% | $3,740+5.5% |
| Admin fee / account holder | $34 | $535-93.7% | $6,642-99.5% | $513-93.4% |