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 | $65,093 |
STIFEL NICOLAUS & CO INC4 years Filed as: STIFEL NICOLAUS & COMPANY INC. Service code 49 | Other Services | $1,005 |
STIFEL NICOLAUS & CO INC4 years 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 | $6,638 | $50,815-86.9% | $155,509-95.7% | $77,643-91.5% |
| Participation rate | 100.0% | 63.1%+36.9pp | 78.2%+21.8pp | 70.6%+29.4pp |
| Annual return | 21.99% | 34.80%-12.8pp | 64.67%-42.7pp | 31.24%-9.2pp |
| Employer contribution / active EE | $0 | $1,993-100.0% | $4,672-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $1,773 | $2,822-37.2% | $5,626-68.5% | $4,647-61.8% |
| Admin fee / account holder | $143 | $437-67.4% | $15,912-99.1% | $430-66.9% |