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 |
|---|---|---|
REAMS ASSET MANAGEMENT3+ years Filed as: UMB FINANCIAL SERVICES Service code 27 928 GRAND BOULEVARD · KANSAS CITY, MO 64106 | Advisory (Plan) | $63,546 |
ASCENSUS LLC3+ years Filed as: ASCENSUS Service code 15 · EIN 11-3665754 | Recordkeeping | $30,968 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,377 | $68,544+39.1% | $115,752-17.6% | $69,631+37.0% |
| Participation rate | 89.6% | 74.0%+15.6pp | 77.8%+11.8pp | 70.7%+18.9pp |
| Annual return | 18.19% | 20.97%-2.8pp | 19.41%-1.2pp | 27571.02%-27552.8pp |
| Employer contribution / active EE | $2,465 | $2,400+2.7% | $3,492-29.4% | $2,032+21.3% |
| Participant deferral / active EE | $3,503 | $3,887-9.9% | $5,204-32.7% | $3,224+8.7% |
| Admin fee / account holder | $224 | $90+147.9% | $6,278-96.4% | $110+102.8% |