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 |
|---|---|---|
STIFEL NICOLAUS & CO INC2 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $4,779 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $1,936 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,481 | $46,292-77.4% | $143,757-92.7% | $64,808-83.8% |
| Participation rate | 48.5% | 64.2%-15.7pp | 80.3%-31.8pp | 71.5%-23.0pp |
| Annual return | 37.61% | -10.05%+47.7pp | -0.04%+37.7pp | 32.82%+4.8pp |
| Employer contribution / active EE | $0 | $1,910-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $1,402 | $2,646-47.0% | $5,637-75.1% | $4,310-67.5% |
| Admin fee / account holder | $101 | $154-34.6% | $14,673-99.3% | $188-46.4% |