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: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 93-1256895 ONE FINANICAL PLAZA · ST. LOUIS, MO 63102 | Advisory (Plan) | $7,930 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,717 | $155,795-81.6% | $136,294-78.9% | $69,631-58.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 70.7%+29.3pp |
| Annual return | 2.01% | 232464.33%-232462.3pp | 5155.94%-5153.9pp | 27571.02%-27569.0pp |
| Employer contribution / active EE | $2,744 | $2,991-8.3% | $4,695-41.6% | $2,032+35.0% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $18 | $128-85.9% | $9,243-99.8% | $110-83.6% |