See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
REAMS ASSET MANAGEMENT11+ years Filed as: UMB FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $137,851 |
ASCENSUS LLC8 years Service code 15 · EIN 11-3665754 | Recordkeeping | $52,352 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,088 | $102,204+50.8% | $145,661+5.8% | $85,563+80.1% |
| Participation rate | 93.6% | 70.6%+23.0pp | 77.2%+16.3pp | 66.0%+27.6pp |
| Annual return | 16.44% | 16.68%-0.2pp | 101.46%-85.0pp | 31.51%-15.1pp |
| Employer contribution / active EE | $4,309 | $3,600+19.7% | $4,238+1.7% | $2,654+62.4% |
| Participant deferral / active EE | $6,069 | $5,729+5.9% | $7,198-15.7% | $4,375+38.7% |
| Admin fee / account holder | $356 | $647-45.1% | $12,466-97.1% | $834-57.4% |