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 INC3 years Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $9,651 |
ADP BROKER-DEALER3 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,835 | $48,576-48.9% | $169,463-85.3% | $56,287-55.9% |
| Participation rate | 78.9% | 65.8%+13.1pp | 77.8%+1.2pp | 69.9%+9.1pp |
| Annual return | -5.31% | -2.51%-2.8pp | 1.83%-7.1pp | -9.96%+4.6pp |
| Employer contribution / active EE | $1,518 | $1,559-2.6% | $4,159-63.5% | $2,111-28.1% |
| Participant deferral / active EE | $2,538 | $3,275-22.5% | $5,277-51.9% | $3,350-24.2% |
| Admin fee / account holder | $49 | $435-88.6% | $9,109-99.5% | $521-90.5% |