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 |
|---|---|---|
RUBINBROWN LLP2 years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $12,000 |
MENKE & ASSOCIATES, INC.3+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $11,923 |
Filed as: SANSOME STREET APPRAISER Service code 34 · EIN 93-1041291 | Valuation (appraisals, etc.) | $6,500 |
MOLONEY SECURITIES CO, INC.3+ years Service code 28 13537 BARRETT PARKWAY DRIVE · MANCHESTER, MO 63021 | Investment Management | $5,377 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,850 | $35,183+38.8% | $73,545-33.6% | $70,131-30.3% |
| Participation rate | 100.0% | 42.9%+57.1pp | 54.9%+45.1pp | 69.5%+30.5pp |
| Annual return | 4.94% | 26.90%-22.0pp | -15.16%+20.1pp | 73.14%-68.2pp |
| Employer contribution / active EE | $0 | $709-100.0% | $1,219-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $0 | $1,220-100.0% | $1,806-100.0% | $3,332-100.0% |
| Admin fee / account holder | $309 | $2,302-86.6% | $2,320-86.7% | $4,645-93.4% |