See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
CHARLES SCHWAB & CO., INC.10+ years Filed as: CHARLES SCHWAB Service code 28 120 SOUTH CENTRAL AVENUE · SAINT LOUIS, MO 63105 | Investment Management | $21,860 |
RUBINBROWN LLP10+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $18,100 |
MENKE & ASSOCIATES, INC.10+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $17,123 |
PRAIRIE CAPITAL ADVISORS10+ years Filed as: PRARIE CAPITAL Service code 34 ONE MID AMERICAN PLAZA · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $16,500 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,901 | $88,083+124.7% | $164,813+20.1% | $74,495+165.7% |
| Participation rate | 98.4% | 73.0%+25.4pp | 78.6%+19.8pp | 67.2%+31.2pp |
| Annual return | 10.48% | 17.26%-6.8pp | 69.93%-59.5pp | 1364.94%-1354.5pp |
| Employer contribution / active EE | $8,098 | $2,593+212.3% | $4,341+86.6% | $2,623+208.7% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $372 | $2,234-83.4% | $12,690-97.1% | $1,942-80.9% |