See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: BENEFIT PLANS PLUS Service code 49 | Other Services | $2,987 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 49 11701 BORMAN DRIVE, SUITE 300 · ST. LOUIS, MO 63146 | Other Services | $2,987 |
MORNINGSTAR5 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,922 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,523 | $65,435-38.1% | $86,677-53.2% | $66,914-39.4% |
| Participation rate | 88.0% | 75.5%+12.6pp | 76.6%+11.5pp | 69.8%+18.2pp |
| Annual return | -14.75% | -10.89%-3.9pp | 35.91%-50.7pp | 1.58%-16.3pp |
| Employer contribution / active EE | $771 | $2,153-64.2% | $2,836-72.8% | $2,544-69.7% |
| Participant deferral / active EE | $2,957 | $4,100-27.9% | $4,656-36.5% | $4,237-30.2% |
| Admin fee / account holder | $84 | $642-87.0% | $7,493-98.9% | $593-85.9% |