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 INC5 years Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $16,494 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,740 |
ADP BROKER-DEALER5 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
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 | $35,599 | $62,132-42.7% | $185,823-80.8% | $73,488-51.6% |
| Participation rate | 82.3% | 67.8%+14.5pp | 78.0%+4.3pp | 70.7%+11.6pp |
| Annual return | 18.16% | 20.44%-2.3pp | 35.95%-17.8pp | 28.51%-10.4pp |
| Employer contribution / active EE | $1,437 | $1,681-14.5% | $4,087-64.8% | $2,270-36.7% |
| Participant deferral / active EE | $4,420 | $3,711+19.1% | $5,632-21.5% | $3,740+18.2% |
| Admin fee / account holder | $78 | $419-81.5% | $9,500-99.2% | $513-84.9% |