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 |
|---|---|---|
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $20,546 |
MUELLER PROST1 year Service code 10 7733 FORSYTH BLVD, SUITE 1200 · ST. LOUIS, MO 63105 | Accounting | $10,200 |
Filed as: BENEFIT PLANS PLUS, LLC Service code 13 6 CITY PLACE DR., STE 700 · ST. LOUIS, MO 63141 | Contract Administrator | $9,626 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INC MORNINGSTAR ASSOC Service code 99 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Other Fees | $835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $18,429 | $44,989-59.0% | $170,442-89.2% | $77,958-76.4% |
| Participation rate | 21.3% | 64.6%-43.3pp | 83.6%-62.3pp | 71.6%-50.3pp |
| Annual return | 11.93% | 19.61%-7.7pp | 205.93%-194.0pp | 20.87%-8.9pp |
| Employer contribution / active EE | $152 | $1,466-89.6% | $5,433-97.2% | $2,310-93.4% |
| Participant deferral / active EE | $428 | $2,208-80.6% | $4,939-91.3% | $3,537-87.9% |
| Admin fee / account holder | $86 | $69+24.0% | $13,880-99.4% | $97-12.2% |