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 |
|---|---|---|
Filed as: BENEFIT PLANS PLUS Service code 49 11701 BORMAN DRIVE, SUITE 300 · ST. LOIUS, MO 63146 | Other Services | $3,925 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,039 |
Participant contribution per participant 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 | $26,309 | $84,487-68.9% | $125,339-79.0% | $66,914-60.7% |
| Participation rate | 91.4% | 76.4%+15.0pp | 82.4%+9.0pp | 69.8%+21.6pp |
| Annual return | -18.08% | -8.39%-9.7pp | 572.05%-590.1pp | 1.58%-19.7pp |
| Employer contribution / active EE | $1,276 | $3,553-64.1% | $4,814-73.5% | $2,544-49.8% |
| Participant deferral / active EE | $2,527 | $6,781-62.7% | $7,446-66.1% | $4,237-40.4% |
| Admin fee / account holder | $25 | $685-96.4% | $10,010-99.8% | $593-95.8% |