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 9-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: PENSION AND RETIREMENT SERVICES LLC Service code 49 · EIN 87-3354137 15455 CONWAY RD STE 345 · CHESTERFIELD, MO 63017 | Other Services | $8,808 |
KRILOGY FINANCIAL LLC1 year Service code 99 · EIN 26-3835498 | Other Fees | $7,800 |
HUNTLEIGH SECURITIES CORP2 years Filed as: HUNTLEIGH ADVISORS INC Service code 99 | Other Fees | $1,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,376 | $54,193-55.0% | $93,606-74.0% | $77,643-68.6% |
| Participation rate | 61.8% | 63.9%-2.2pp | 68.7%-7.0pp | 70.6%-8.8pp |
| Annual return | 11.09% | 30.54%-19.5pp | 133.20%-122.1pp | 31.24%-20.1pp |
| Employer contribution / active EE | $810 | $1,168-30.6% | $2,420-66.5% | $2,726-70.3% |
| Participant deferral / active EE | $2,375 | $3,144-24.4% | $4,411-46.2% | $4,647-48.9% |
| Admin fee / account holder | $35 | $576-93.9% | $8,285-99.6% | $430-91.9% |