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.3+ years Filed as: MONETARY MANAGEMENT GROUP Service code 28 BARRETT WOODS CORPORATE CENTER II · ST LOUIS, MO 63021 | Investment Management | $62,814 |
Filed as: RETIREMENT PLAN SERVICES LLC Service code 13 · EIN 43-1904010 | Contract Administrator | $17,774 |
Service code 10 6 W ARGONNE DR, #200 · KIRKWOOD, MO 63122 | Accounting | $5,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,984 | $55,449-44.1% | $83,848-63.0% | $56,287-45.0% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 14.45% | -1.38%+15.8pp | 850.88%-836.4pp | -9.96%+24.4pp |
| Employer contribution / active EE | $3,818 | $2,430+57.1% | $3,631+5.2% | $2,111+80.9% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $184 | $656-71.9% | $5,478-96.6% | $521-64.7% |