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 6-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+ years Filed as: STIFEL NICOLAUS & CO ACCT#2188 Service code 26 501 N BROADWAY · ST LOUIS, MO 63102 | Advisory (Participants) | $11,865 |
PAYCHEX, INC.1+ years Filed as: PAYCHEX INC Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $7,388 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,918 | $58,927-25.5% | $76,817-42.8% | $72,985-39.8% |
| Participation rate | 87.6% | 67.3%+20.3pp | 72.1%+15.5pp | 69.5%+18.1pp |
| Annual return | 18.43% | 2305.64%-2287.2pp | 1166.11%-1147.7pp | 81.00%-62.6pp |
| Employer contribution / active EE | $619 | $1,787-65.4% | $2,302-73.1% | $2,440-74.6% |
| Participant deferral / active EE | $3,279 | $2,690+21.9% | $3,336-1.7% | $3,607-9.1% |
| Admin fee / account holder | $198 | $4,013-95.1% | $6,420-96.9% | $5,124-96.1% |