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.5+ years Filed as: SMITH MOORE Service code 27 7777 BONHOMME AVE STE 2400 · CLAYTON, MO 631051931 | Advisory (Plan) | $20,900 |
Service code 15 · EIN 48-1205033 | Recordkeeping | $16,812 |
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 | $84,064 | $73,867+13.8% | $143,757-41.5% | $68,494+22.7% |
| Participation rate | 87.7% | 66.7%+21.0pp | 80.3%+7.4pp | 67.9%+19.8pp |
| Annual return | -17.82% | 1.01%-18.8pp | -0.04%-17.8pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,109 | $3,184-65.2% | $4,951-77.6% | $2,596-57.3% |
| Participant deferral / active EE | $3,573 | $3,384+5.6% | $5,637-36.6% | $4,027-11.3% |
| Admin fee / account holder | $397 | $5,755-93.1% | $14,673-97.3% | $5,403-92.7% |