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 |
|---|---|---|
NUVEEN1+ years Filed as: NUVEEN ASSET MANAGEMENT Service code 21 · EIN 36-2639476 901 MARQUETTE AVE · MINNEAPOLIS, MN 55402 | Bank Trustee | $57,112 |
PLUMBERS LOCAL UNION NO. 6901+ years Filed as: PLUMBERS & PIPEFITTERS LOCAL 551 Service code 24 PO BOX 156 · WEST FRANKFORT, IL 62896 | Discretionary Trustee | $26,998 |
US BANK1+ years Service code 21 7TH AND WASHINGTON · ST LOUIS, MO 63101 | Bank Trustee | $12,596 |
EKON BENEFITS1+ years Service code 12 4940 WASHINGTON BLVD · ST LOUIS, MO 63108 | Claims processing | $11,872 |
REGIONS BANK1+ years Service code 21 1301 WALNUT STREET · MURPHYSBORO, IL 62964 | Bank Trustee | $11,070 |
MICHAEL CUMMINS, CPA, P.C.1+ years Filed as: MICHAEL CUMMINS, CPA P.C. Service code 10 · EIN 43-1555780 THE PINES COURT · ST LOUIS, MO 63141 | Accounting | $6,200 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,837 | $52,884+126.6% | $84,750+41.4% | $55,167+117.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | -0.44% | 18.03%-18.5pp | 22.78%-23.2pp | 169.23%-169.7pp |
| Employer contribution / active EE | $8,373 | $2,233+274.9% | $3,574+134.3% | $1,963+326.7% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $713 | $581+22.7% | $5,332-86.6% | $504+41.4% |