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 |
|---|---|---|
Filed as: BENEFIT PLANS PLUS Service code 15 6 CITY PLACE · ST. LOUIS, MO 63141 | Recordkeeping | $1,000 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $798 |
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $32,547 | $73,102-55.5% | $123,544-73.7% | $56,287-42.2% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -7.74% | 3.01%-10.7pp | 119.20%-126.9pp | -9.96%+2.2pp |
| Employer contribution / active EE | $2,402 | $2,977-19.3% | $4,628-48.1% | $2,111+13.8% |
| Participant deferral / active EE | $4,180 | $5,423-22.9% | $6,426-35.0% | $3,350+24.8% |
| Admin fee / account holder | $134 | $554-75.7% | $9,284-98.6% | $521-74.2% |