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 INC7 years Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $19,068 |
ADP BROKER-DEALER3 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,034 |
ADP BROKER-DEALER7 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,756 | $59,159-41.2% | $159,960-78.3% | $66,914-48.1% |
| Participation rate | 89.4% | 68.1%+21.3pp | 78.0%+11.5pp | 69.8%+19.6pp |
| Annual return | -15.98% | -12.26%-3.7pp | 408.60%-424.6pp | 1.58%-17.6pp |
| Employer contribution / active EE | $1,470 | $1,983-25.9% | $4,226-65.2% | $2,544-42.2% |
| Participant deferral / active EE | $4,559 | $4,395+3.7% | $6,182-26.3% | $4,237+7.6% |
| Admin fee / account holder | $127 | $591-78.5% | $8,698-98.5% | $593-78.6% |