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 INC1 year Filed as: STIFFEL NICOLAUS & CO INC Service code 55 | Other Commissions | $7,576 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $7,018 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA SERVICES INC. Service code 13 | Contract Administrator | $1,925 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICHOLAUS & CO. INC. Service code 55 501 N. BROADWAY · ST. LOUIS, MO 63102 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,020 | $44,873-62.1% | $79,464-78.6% | $56,287-69.8% |
| Participation rate | 65.9% | 68.7%-2.8pp | 73.3%-7.4pp | 69.9%-3.9pp |
| Annual return | -7.37% | 0.81%-8.2pp | 718.14%-725.5pp | -9.96%+2.6pp |
| Employer contribution / active EE | $1,060 | $2,140-50.5% | $2,800-62.2% | $2,111-49.8% |
| Participant deferral / active EE | $1,337 | $2,746-51.3% | $3,704-63.9% | $3,350-60.1% |
| Admin fee / account holder | $58 | $418-86.2% | $5,113-98.9% | $521-88.9% |