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 |
|---|---|---|
Service code 15 · EIN 16-1450952 1699 S. HANLEY RD · ST. LOUIS, MO 63144 | Recordkeeping | $83,679 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $76,359 | $65,376+16.8% | $87,100-12.3% | $65,185+17.1% |
| Participation rate | 84.7% | 75.3%+9.4pp | 76.9%+7.9pp | 70.2%+14.5pp |
| Annual return | 2.10% | 31.27%-29.2pp | 28.19%-26.1pp | 29.38%-27.3pp |
| Employer contribution / active EE | $4,135 | $1,822+126.9% | $2,521+64.0% | $2,177+90.0% |
| Participant deferral / active EE | $4,016 | $3,388+18.5% | $4,049-0.8% | $3,514+14.3% |
| Admin fee / account holder | $475 | $520-8.5% | $7,497-93.7% | $847-43.9% |