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 55 501 N BROADWAY · ST LOUIS, MO 63102 | Other Commissions | $18,080 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,825 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,597 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,417 | $79,428-10.1% | $106,548-33.0% | $79,386-10.0% |
| Participation rate | 88.3% | 74.1%+14.2pp | 76.1%+12.2pp | 70.7%+17.6pp |
| Annual return | 13.12% | 18.27%-5.1pp | 26.80%-13.7pp | 116.85%-103.7pp |
| Employer contribution / active EE | $7,647 | $2,234+242.3% | $2,819+171.3% | $2,427+215.0% |
| Participant deferral / active EE | $4,193 | $3,823+9.7% | $4,398-4.7% | $4,046+3.7% |
| Admin fee / account holder | $44 | $523-91.6% | $7,407-99.4% | $626-93.0% |