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 9-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 Service code 28 · EIN 43-0538770 | Investment Management | $36,372 |
Filed as: SECURIAN Service code 28 · EIN 95-3845382 | Investment Management | $9,764 |
NWM ADVISORS LLC1 year Filed as: NWM Service code 28 · EIN 13-3718556 | Investment Management | $9,403 |
Filed as: RAYMOND JAMES Service code 28 · EIN 59-2937883 | Investment Management | $6,649 |
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 | $159,742 | $81,248+96.6% | $155,509+2.7% | $80,856+97.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.95% | 33.31%-21.4pp | 64.67%-52.7pp | 35.59%-23.6pp |
| Employer contribution / active EE | $6,894 | $3,100+122.4% | $4,672+47.6% | $2,755+150.3% |
| Participant deferral / active EE | $5,555 | $3,452+60.9% | $5,626-1.3% | $4,296+29.3% |
| Admin fee / account holder | $528 | $7,997-93.4% | $15,912-96.7% | $6,918-92.4% |