See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STIFEL NICOLAUS & CO INC2+ years Service code 55 · EIN 43-0538770 | Other Commissions | $12,333 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $725 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $42,130 | $52,884-20.3% | $84,750-50.3% | $55,167-23.6% |
| Participation rate | 47.2% | 67.5%-20.3pp | 76.6%-29.4pp | 69.0%-21.8pp |
| Annual return | 7.78% | 18.03%-10.3pp | 22.78%-15.0pp | 169.23%-161.4pp |
| Employer contribution / active EE | $913 | $2,233-59.1% | $3,574-74.4% | $1,963-53.5% |
| Participant deferral / active EE | $1,821 | $2,644-31.1% | $3,712-50.9% | $3,054-40.4% |
| Admin fee / account holder | $6 | $581-99.0% | $5,332-99.9% | $504-98.8% |