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 INC1 year Filed as: STIFEL NICOLAUS & COMPANY, INC Service code 28 · EIN 43-0538770 | Investment Management | $84,637 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $34,217 | $78,419-56.4% | $133,956-74.5% | $73,409-53.4% |
| Participation rate | 72.7% | 78.6%-5.9pp | 79.8%-7.1pp | 72.2%+0.5pp |
| Annual return | 9.69% | 33.35%-23.7pp | 45.09%-35.4pp | 59.29%-49.6pp |
| Employer contribution / active EE | $0 | $2,044-100.0% | $3,919-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,384 | $3,925-64.7% | $5,048-72.6% | $3,805-63.6% |
| Admin fee / account holder | $202 | $161+25.5% | $8,927-97.7% | $158+28.2% |