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 INC2 years Filed as: STIFEL, NICOLAUS & COMPANY, INC. Service code 27 · EIN 93-1256895 ONE FINANICAL PLAZA · ST. LOUIS, MO 63102 | Advisory (Plan) | $8,409 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,808 | $75,388-45.9% | $123,544-67.0% | $55,725-26.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.3%+17.7pp | 70.9%+29.1pp |
| Annual return | 41.14% | 4.48%+36.7pp | 119.20%-78.1pp | 244.93%-203.8pp |
| Employer contribution / active EE | $3,373 | $3,063+10.1% | $4,628-27.1% | $2,078+62.3% |
| Participant deferral / active EE | $0 | $5,651-100.0% | $6,426-100.0% | $3,356-100.0% |
| Admin fee / account holder | $19 | $120-83.9% | $9,284-99.8% | $115-83.2% |