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 8-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 |
|---|---|---|
SMITH, MOORE & CO.4+ years Filed as: SMITH MOORE Service code 27 7777 BONHOMME AVE STE 2400 · CLAYTON, MO 631051931 | Advisory (Plan) | $26,175 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $19,522 |
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 | $99,639 | $95,416+4.4% | $185,823-46.4% | $85,850+16.1% |
| Participation rate | 87.0% | 68.8%+18.3pp | 81.7%+5.3pp | 69.3%+17.7pp |
| Annual return | 16.88% | 23.59%-6.7pp | 122.05%-105.2pp | 318.53%-301.7pp |
| Employer contribution / active EE | $914 | $3,314-72.4% | $5,167-82.3% | $2,565-64.4% |
| Participant deferral / active EE | $2,902 | $3,423-15.2% | $5,568-47.9% | $3,952-26.6% |
| Admin fee / account holder | $448 | $7,213-93.8% | $16,237-97.2% | $6,260-92.8% |