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 INC9 years Filed as: STIFEL NICOLAUS Service code 15 · EIN 43-0538770 | Recordkeeping | $20,415 |
ADP BROKER-DEALER1 year Filed as: ADP, INC Service code 15 · EIN 13-3036745 | Recordkeeping | $5,677 |
ADP BROKER-DEALER9 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,309 | $73,360-46.4% | $177,989-77.9% | $74,495-47.2% |
| Participation rate | 86.3% | 66.6%+19.6pp | 77.1%+9.2pp | 67.2%+19.1pp |
| Annual return | 10.29% | 17.49%-7.2pp | 294.48%-284.2pp | 1364.94%-1354.7pp |
| Employer contribution / active EE | $1,385 | $2,216-37.5% | $3,949-64.9% | $2,623-47.2% |
| Participant deferral / active EE | $4,491 | $4,513-0.5% | $6,276-28.4% | $4,346+3.3% |
| Admin fee / account holder | $120 | $1,808-93.4% | $10,363-98.8% | $1,942-93.8% |