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 |
|---|---|---|
BENEFITS OF MISSOURI, INC.2 years Service code 64 · EIN 43-1344692 14323 SOUTH OUTER 40 · CHESTERFIELD, MO 63017 | Recordkeeping Fees | $1,060 |
Filed as: JOHN HANCOCK Service code 15 · EIN 01-0233346 P.O. BOX 600 · BUFFALO, NY 142010600 | Recordkeeping | $520 |
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 | $121,822 | $66,302+83.7% | $110,238+10.5% | $56,287+116.4% |
| Participation rate | 90.1% | 74.9%+15.2pp | 79.8%+10.3pp | 69.9%+20.3pp |
| Annual return | 10.68% | -1.18%+11.9pp | 314.74%-304.1pp | -9.96%+20.6pp |
| Employer contribution / active EE | $1,210 | $2,047-40.9% | $3,826-68.4% | $2,111-42.7% |
| Participant deferral / active EE | $6,926 | $3,381+104.8% | $4,672+48.3% | $3,350+106.8% |
| Admin fee / account holder | $207 | $698-70.4% | $8,547-97.6% | $521-60.4% |