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 INC2 years Filed as: STIFEL NICOLAUS & CO., INC. Service code 33 · EIN 43-0538770 501 N. BROADWAY · SAINT LOUIS, MO 63102 | Securities brokerage | $25,941 |
PENSION ASSURANCE LLP2 years Filed as: PENSION MGMT CONSULTANTS, INC. Service code 49 · EIN 77-0443464 1165 SCENIC DR., STE B-1 · MODESTO, CA 95350 | Other Services | $0 |
Service code 27 · EIN 71-0294708 | Advisory (Plan) | $0 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,306 | $59,584+43.2% | $86,874-1.8% | $79,386+7.5% |
| Participation rate | 30.1% | 67.7%-37.6pp | 71.6%-41.6pp | 70.7%-40.7pp |
| Annual return | 14.19% | 23.15%-9.0pp | 63.52%-49.3pp | 116.85%-102.7pp |
| Employer contribution / active EE | $724 | $1,768-59.1% | $2,495-71.0% | $2,427-70.2% |
| Participant deferral / active EE | $1,664 | $3,036-45.2% | $3,699-55.0% | $4,046-58.9% |
| Admin fee / account holder | $496 | $604-17.9% | $5,828-91.5% | $626-20.9% |