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 |
|---|---|---|
MATRIX TRUST COMPANY5 years Service code 29 2600 SOUTHWEST BLVD · KANSAS CITY, MO 64108 | Legal | $50,284 |
INVESTMENT CONSULTING GROUP11+ years Filed as: INVESTMENT CONSULTING GROUP, INC. Service code 27 · EIN 42-1358707 | Advisory (Plan) | $18,000 |
SCHUCHAT, COOK & WERNER6 years Filed as: SCHUCHAT, COOK, & WERNER Service code 29 555 WASHINGTON AVE · ST LOUIS, MO 63101 | Legal | $16,299 |
LEE CPA AUDIT GROUP7 years Filed as: RJ LEE & ASSOCIATES L.C. Service code 27 · EIN 42-1513015 | Advisory (Plan) | $13,415 |
CALIBRE CPA GROUP PLLC7 years Filed as: CALIBRE CPA GROUP, PLLC Service code 10 · EIN 47-0900880 | Accounting | $8,500 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $218,835 | $86,944+151.7% | $107,525+103.5% | $74,304+194.5% |
| Participation rate | 100.0% | 59.6%+40.4pp | 75.1%+24.9pp | 60.3%+39.7pp |
| Annual return | 14.21% | 23.52%-9.3pp | 181.32%-167.1pp | 29.43%-15.2pp |
| Employer contribution / active EE | $12,303 | $2,757+346.3% | $3,754+227.8% | $2,241+448.9% |
| Participant deferral / active EE | $1,057 | $3,554-70.3% | $5,116-79.3% | $3,767-71.9% |
| Admin fee / account holder | $462 | $3,727-87.6% | $8,919-94.8% | $2,969-84.4% |