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 |
|---|---|---|
MONETARY MANAGEMENT GROUP, INC.2+ years Filed as: MONETARY MANAGEMENT GROUP Service code 28 BARRETT WOODS CORPORATE CENTER II · ST LOUIS, MO 63021 | Investment Management | $52,956 |
Filed as: RETIREMENT PLAN SERVICES LLC Service code 13 · EIN 43-1904010 | Contract Administrator | $17,692 |
SCHUCHAT, COOK & WERNER1 year Service code 29 1221 LOCUST STREET · ST LOUIS, MO 63103 | Legal | $6,826 |
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 | $29,016 | $58,726-50.6% | $92,233-68.5% | $62,292-53.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.54% | 43.62%-34.1pp | 176.28%-166.7pp | 28.90%-19.4pp |
| Employer contribution / active EE | $4,239 | $2,392+77.2% | $3,679+15.2% | $2,042+107.6% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $185 | $556-66.7% | $5,194-96.4% | $479-61.4% |