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 INC3 years Filed as: STIFEL NICOLAUS Service code 27 · EIN 43-0538770 | Advisory (Plan) | $38,770 |
Service code 37 · EIN 04-2647786 | Loan Processing | $38,696 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 35 | Employee (plan sponsor) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,367 | $100,801-30.2% | $149,696-53.0% | $73,409-4.1% |
| Participation rate | 92.4% | 77.7%+14.7pp | 82.5%+9.9pp | 72.2%+20.2pp |
| Annual return | 18.11% | 265.34%-247.2pp | 276.60%-258.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $2,687 | $3,312-18.8% | $4,644-42.1% | $2,234+20.3% |
| Participant deferral / active EE | $6,367 | $6,404-0.6% | $6,842-6.9% | $3,805+67.3% |
| Admin fee / account holder | $191 | $181+5.5% | $9,309-98.0% | $158+20.8% |