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 |
|---|---|---|
BKD, LLP3+ years Service code 15 · EIN 44-0160260 ONE METROPOLITAN SQUARE · ST. LOUIS, MO 631022733 | Recordkeeping | $9,703 |
ANDERS MINKLER HUBER & HELM LLP3+ years Filed as: ANDERS MINKLER HUBER & HELM, LLP Service code 10 · EIN 43-0831507 800 MARKET STREET · ST. LOUIS, MO 631012501 | Accounting | $8,375 |
THE BANK OF NEW YORK MELLON3+ years Filed as: BANK ADVISORY GROUP, LLC Service code 16 15100 GEBRON DRIVE · AUSTIN, TX 787346304 | Consulting | $5,505 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,353 | $89,739-56.1% | $149,718-73.7% | $62,292-36.8% |
| Participation rate | 99.4% | 85.1%+14.3pp | 87.1%+12.3pp | 69.5%+29.9pp |
| Annual return | 35.56% | 21.01%+14.5pp | 1501.63%-1466.1pp | 28.90%+6.7pp |
| Employer contribution / active EE | $1,786 | $3,233-44.8% | $5,445-67.2% | $2,042-12.6% |
| Participant deferral / active EE | $0 | $4,797-100.0% | $6,569-100.0% | $3,169-100.0% |
| Admin fee / account holder | $112 | $551-79.6% | $11,283-99.0% | $479-76.6% |