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 |
|---|---|---|
ULLICO2 years Filed as: ULLICO INVESTMENT ADVISORS Service code 27 · EIN 52-6435649 | Advisory (Plan) | $122,232 |
ASPIRE FINANCIAL SERVICES2 years Filed as: ASPIRE FINANCIAL SERVICES, LLC Service code 15 · EIN 27-1033755 | Recordkeeping | $119,220 |
LOUIS PLUNG & COMPANY1 year Filed as: ST LOUIS BUSINESS FORMS INC Service code 36 815 SUN PARK DR · FENTON, MO 63026 | Copying and duplicating; Participant ... | $14,947 |
LT TRUST COMPANY1 year Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 | Custodial (other than securities); Tr... | $7,385 |
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 | $34,834 | $81,537-57.3% | $149,718-76.7% | $69,631-50.0% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.1%+12.9pp | 70.7%+29.3pp |
| Annual return | 13.71% | 22.79%-9.1pp | 1501.63%-1487.9pp | 27571.02%-27557.3pp |
| Employer contribution / active EE | $6,162 | $3,239+90.2% | $5,445+13.2% | $2,032+203.2% |
| Participant deferral / active EE | $0 | $4,994-100.0% | $6,569-100.0% | $3,224-100.0% |
| Admin fee / account holder | $295 | $107+176.2% | $11,283-97.4% | $110+167.3% |