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 LLP8+ years Filed as: RUBINBROWN Service code 10 · EIN 43-0765316 | Accounting | $33,700 |
CHARLES SCHWAB & CO., INC.8+ years Filed as: CHARLES SCHWAB Service code 28 120 SOUTH CENTRAL AVENUE · SAINT LOUIS, MO 63105 | Investment Management | $19,125 |
MENKE & ASSOCIATES, INC.8+ years Filed as: MENKE & ASSOCIATES Service code 13 · EIN 94-2349093 | Contract Administrator | $15,131 |
PRAIRIE CAPITAL ADVISORS8+ years Filed as: PRARIE CAPITAL Service code 34 ONE MID AMERICAN PLAZA · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $14,250 |
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 | $190,253 | $86,655+119.6% | $119,609+59.1% | $66,914+184.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 27.58% | -8.00%+35.6pp | -14.97%+42.6pp | 1.58%+26.0pp |
| Employer contribution / active EE | $6,173 | $2,536+143.4% | $4,232+45.9% | $2,544+142.6% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $464 | $755-38.5% | $10,323-95.5% | $593-21.7% |