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 INC6 years Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $57,007 |
ADP BROKER-DEALER5 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $12,425 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,892 | $89,436+19.5% | $164,813-35.1% | $77,643+37.7% |
| Participation rate | 95.3% | 78.6%+16.7pp | 78.6%+16.7pp | 70.6%+24.8pp |
| Annual return | 13.83% | 28.83%-15.0pp | 69.93%-56.1pp | 31.24%-17.4pp |
| Employer contribution / active EE | $3,704 | $2,569+44.2% | $4,341-14.7% | $2,726+35.9% |
| Participant deferral / active EE | $6,637 | $4,897+35.5% | $6,031+10.0% | $4,647+42.8% |
| Admin fee / account holder | $190 | $339-44.0% | $12,690-98.5% | $430-55.8% |