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 | $46,026 |
STIFEL NICOLAUS & CO INC3 years Filed as: STIFEL NICOLAUS & COMPANY INC Service code 49 · EIN 43-0538770 | Other Services | $711 |
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 | $7,404 | $47,126-84.3% | $149,673-95.1% | $74,419-90.1% |
| Participation rate | 95.4% | 63.4%+32.0pp | 78.8%+16.6pp | 70.7%+24.7pp |
| Annual return | 23.49% | 22.75%+0.7pp | 134.42%-110.9pp | 34.38%-10.9pp |
| Employer contribution / active EE | $0 | $1,905-100.0% | $4,818-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $1,503 | $2,728-44.9% | $5,680-73.5% | $4,528-66.8% |
| Admin fee / account holder | $143 | $343-58.3% | $13,210-98.9% | $348-58.9% |