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 MANAGEMENT4+ years Filed as: UMB FINANCIAL SERVICES Service code 27 928 GRAND BOULEVARD · KANSAS CITY, MO 64106 | Advisory (Plan) | $73,244 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $33,535 |
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 | $91,007 | $64,286+41.6% | $106,387-14.5% | $55,725+63.3% |
| Participation rate | 92.0% | 75.2%+16.8pp | 77.5%+14.6pp | 70.9%+21.2pp |
| Annual return | -4.55% | 0.84%-5.4pp | 0.25%-4.8pp | 244.93%-249.5pp |
| Employer contribution / active EE | $2,785 | $2,367+17.7% | $3,520-20.9% | $2,078+34.0% |
| Participant deferral / active EE | $3,933 | $4,158-5.4% | $5,421-27.5% | $3,356+17.2% |
| Admin fee / account holder | $254 | $102+148.5% | $7,510-96.6% | $115+120.7% |