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 3-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 INC3+ years Filed as: STIFEL NICOLAUS INSURANCE AGENCY Service code 55 501 N BROADWAY · SAINT LOUIS, MO 63102 | Other Commissions | $22,367 |
DEFINITI LLC3+ years Filed as: DEFINITI, LLC Service code 49 3 HOLLAND ST · ERIE, PA 16507 | Other Services | $9,838 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,938 | $59,417-32.8% | $93,606-57.3% | $74,495-46.4% |
| Participation rate | 90.2% | 59.7%+30.6pp | 68.7%+21.5pp | 67.2%+23.0pp |
| Annual return | 11.31% | 81.83%-70.5pp | 133.20%-121.9pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $581 | $1,264-54.1% | $2,420-76.0% | $2,623-77.9% |
| Participant deferral / active EE | $3,685 | $3,050+20.8% | $4,411-16.5% | $4,346-15.2% |
| Admin fee / account holder | $191 | $3,021-93.7% | $8,285-97.7% | $1,942-90.2% |