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 Service code 15 501 N BROADWAY · ST LOUIS, MO 63102 | Recordkeeping | $9,014 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,948 | $74,024-58.2% | $77,999-60.3% | $57,658-46.3% |
| Participation rate | 90.6% | 79.7%+10.9pp | 75.5%+15.1pp | 70.2%+20.4pp |
| Annual return | 8.45% | 12.14%-3.7pp | 425.96%-417.5pp | 5.13%+3.3pp |
| Employer contribution / active EE | $369 | $2,365-84.4% | $2,470-85.1% | $1,974-81.3% |
| Participant deferral / active EE | $2,019 | $3,533-42.9% | $3,497-42.3% | $3,061-34.0% |
| Admin fee / account holder | $29 | $93-68.5% | $5,480-99.5% | $95-68.9% |