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 INC8 years Filed as: STIFEL NICOLAUS Service code 27 · EIN 43-0538770 | Advisory (Plan) | $54,485 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | $45,168 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,299 | $119,446-19.4% | $150,045-35.8% | $85,563+12.5% |
| Participation rate | 92.8% | 75.4%+17.4pp | 82.3%+10.5pp | 66.0%+26.8pp |
| Annual return | 16.93% | 23.72%-6.8pp | 62.55%-45.6pp | 31.51%-14.6pp |
| Employer contribution / active EE | $0 | $4,078-100.0% | $4,693-100.0% | $2,654-100.0% |
| Participant deferral / active EE | $7,020 | $7,985-12.1% | $7,997-12.2% | $4,375+60.5% |
| Admin fee / account holder | $216 | $548-60.6% | $13,435-98.4% | $834-74.1% |