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 |
|---|---|---|
RUBINBROWN LLP5 years Service code 27 1200 MAIN STREET #1000 · KANSAS CITY, MO 64105 | Advisory (Plan) | $54,652 |
Service code 15 · EIN 16-1450952 | Recordkeeping | $36,673 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $9,389 |
CHARLES SCHWAB & CO., INC.11+ years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $112,103 | $56,317+99.1% | $71,209+57.4% | $74,304+50.9% |
| Participation rate | 68.1% | 55.1%+12.9pp | 73.8%-5.7pp | 60.3%+7.7pp |
| Annual return | 19.84% | 42.83%-23.0pp | 282.51%-262.7pp | 29.43%-9.6pp |
| Employer contribution / active EE | $3,092 | $2,160+43.1% | $2,721+13.6% | $2,241+38.0% |
| Participant deferral / active EE | $4,829 | $2,788+73.2% | $4,175+15.7% | $3,767+28.2% |
| Admin fee / account holder | $450 | $2,290-80.4% | $5,349-91.6% | $2,969-84.8% |