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.5+ years Filed as: MONETARY MANAGEMENT GROUP Service code 28 BARRETT WOODS CORPORATE CENTER II · ST LOUIS, MO 63021 | Investment Management | $67,951 |
EKON BENEFITS1 year Service code 15 4940 WASHINGTON BLVD · ST. LOUIS, MO 63108 | Recordkeeping | $12,602 |
Service code 15 1699 HANLEY RD. · ST. LOUIS, MO 63144 | Recordkeeping | $11,426 |
US BANK2 years Service code 18 505 NORTH 7TH STREET · ST. LOUIS, MO 63101 | Direct payment from the plan; Custodi... | $10,768 |
SCHUCHAT, COOK & WERNER4 years Service code 29 1221 LOCUST STREET · ST. LOUIS, MO 63103 | Legal | $8,212 |
Filed as: GRABEL, SCHNEIDERS HOLLMAN & CO Service code 10 6 W ARGONNE DR, #200 · KIRKWOOD, MO 63122 | Accounting | $6,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,793 | $69,362-54.2% | $101,248-68.6% | $73,488-56.7% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 15.44% | 18.46%-3.0pp | 46.47%-31.0pp | 28.51%-13.1pp |
| Employer contribution / active EE | $3,537 | $2,628+34.6% | $3,660-3.4% | $2,270+55.8% |
| Participant deferral / active EE | $0 | $3,300-100.0% | $4,370-100.0% | $3,740-100.0% |
| Admin fee / account holder | $248 | $704-64.7% | $5,945-95.8% | $513-51.6% |