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 5-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 |
|---|---|---|
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $13,816 |
Service code 49 · EIN 62-1114363 | Other Services | $13,000 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL, NICOLAUS & COMPANY INC Service code 34 ONE FINANCIAL PLAZA · ST. LOUIS, MO 63102 | Other fees; Valuation (appraisals, etc.) | $7,500 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,533 | $100,227-90.5% | $169,993-94.4% | $74,419-87.2% |
| Participation rate | 99.8% | 87.3%+12.4pp | 87.0%+12.8pp | 70.7%+29.0pp |
| Annual return | 53.64% | 66.08%-12.4pp | 53.37%+0.3pp | 34.38%+19.3pp |
| Employer contribution / active EE | $0 | $4,263-100.0% | $6,785-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $0 | $7,143-100.0% | $10,408-100.0% | $4,528-100.0% |
| Admin fee / account holder | $88 | $234-62.5% | $12,815-99.3% | $348-74.7% |