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 INC8 years Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $16,965 |
ADP BROKER-DEALER4 years Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $4,087 |
ADP BROKER-DEALER8 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,951 | $65,390-40.4% | $169,368-77.0% | $71,457-45.5% |
| Participation rate | 82.5% | 67.0%+15.5pp | 77.1%+5.3pp | 67.9%+14.6pp |
| Annual return | 17.00% | 21.31%-4.3pp | 405.60%-388.6pp | 28.85%-11.8pp |
| Employer contribution / active EE | $1,351 | $2,079-35.0% | $4,013-66.3% | $2,588-47.8% |
| Participant deferral / active EE | $4,193 | $4,367-4.0% | $6,221-32.6% | $4,289-2.2% |
| Admin fee / account holder | $103 | $1,324-92.2% | $9,003-98.9% | $1,587-93.5% |