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 8-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: FIDUCIARY ADVISORS Service code 27 12813 FLUSHING MEADOWS DRIVE · ST. LOUIS, MO 63131 | Advisory (Plan) | $26,122 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,798 | $102,553+10.0% | $151,611-25.6% | $66,914+68.6% |
| Participation rate | 21.0% | 85.5%-64.5pp | 87.5%-66.5pp | 69.8%-48.8pp |
| Annual return | -12.79% | -10.82%-2.0pp | 3.33%-16.1pp | 1.58%-14.4pp |
| Employer contribution / active EE | $2,266 | $4,180-45.8% | $6,166-63.3% | $2,544-10.9% |
| Participant deferral / active EE | $4,088 | $6,641-38.4% | $8,363-51.1% | $4,237-3.5% |
| Admin fee / account holder | $342 | $630-45.7% | $11,616-97.1% | $593-42.3% |