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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $12,525 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 | Other Services | $3,651 |
STIFEL NICOLAUS & CO INC1 year Filed as: STIFEL NICOLAUS & COMPANY INC. Service code 49 · EIN 43-0538770 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,330 | $56,485-88.8% | $185,823-96.6% | $86,799-92.7% |
| Participation rate | 81.2% | 65.5%+15.7pp | 81.7%-0.5pp | 72.3%+8.9pp |
| Annual return | 41.92% | 118.04%-76.1pp | 122.05%-80.1pp | 97.91%-56.0pp |
| Employer contribution / active EE | $0 | $1,843-100.0% | $5,167-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $1,951 | $2,553-23.6% | $5,568-65.0% | $4,131-52.8% |
| Admin fee / account holder | $67 | $150-55.1% | $16,237-99.6% | $170-60.4% |