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 & CO., INC. Service code 33 · EIN 43-0538770 501 N. BROADWAY · SAINT LOUIS, MO 63102 | Securities brokerage | $16,201 |
PENSION ASSURANCE LLP1 year Filed as: PENSION MGMT CONSULTANTS, INC. Service code 13 · EIN 77-0443464 1165 SCENIC DR., STE B-1 · MODESTO, CA 95350 | Contract Administrator | $5,775 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $713 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $67,282 | $54,590+23.3% | $81,930-17.9% | $73,488-8.4% |
| Participation rate | 33.1% | 68.3%-35.2pp | 72.0%-38.9pp | 70.7%-37.6pp |
| Annual return | 15.23% | 17.74%-2.5pp | 29.49%-14.3pp | 28.51%-13.3pp |
| Employer contribution / active EE | $736 | $1,636-55.0% | $4,310-82.9% | $2,270-67.6% |
| Participant deferral / active EE | $1,701 | $2,759-38.3% | $7,107-76.1% | $3,740-54.5% |
| Admin fee / account holder | $360 | $592-39.1% | $5,158-93.0% | $513-29.8% |