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: DATATEX INVESTMENT SERVICES INC Service code 27 · EIN 43-1475256 7800 FORSYTH BLVD., FL. 5 · CLAYTON, MO 63105 | Advisory (Plan) | $5,845 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,028 | $44,764+25.2% | $68,791-18.6% | $64,808-13.5% |
| Participation rate | 67.7% | 64.8%+3.0pp | 69.0%-1.3pp | 71.5%-3.7pp |
| Annual return | -16.48% | -10.91%-5.6pp | -6.38%-10.1pp | 32.82%-49.3pp |
| Employer contribution / active EE | $1,978 | $1,775+11.4% | $2,655-25.5% | $2,506-21.1% |
| Participant deferral / active EE | $3,298 | $3,238+1.9% | $3,941-16.3% | $4,310-23.5% |
| Admin fee / account holder | $360 | $151+137.7% | $4,932-92.7% | $188+91.5% |