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 |
|---|---|---|
CHARLES SCHWAB & CO., INC.6+ years Filed as: CHARLES SCHWAB Service code 28 120 SOUTH CENTRAL AVENUE · SAINT LOUIS, MO 63105 | Investment Management | $26,224 |
RUBINBROWN LLP6+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $18,400 |
MENKE & ASSOCIATES, INC.6+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $12,635 |
PRAIRIE CAPITAL ADVISORS6+ years Filed as: PRARIE CAPITAL Service code 34 ONE MID AMERICAN PLAZA · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $12,361 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $160,427 | $81,474+96.9% | $133,956+19.8% | $73,488+118.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 14.59% | 19.40%-4.8pp | 45.09%-30.5pp | 28.51%-13.9pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $425 | $713-40.5% | $8,927-95.2% | $513-17.3% |