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 |
|---|---|---|
Service code 15 · EIN 35-0145825 | Recordkeeping | $20,253 |
MUELLER PROST3+ years Service code 10 7733 FORSYTH BLVD STE 1200 · ST LOUIS, MO 63105 | Accounting | $10,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,781 | $84,233-58.7% | $170,442-79.6% | $70,131-50.4% |
| Participation rate | 40.4% | 70.8%-30.4pp | 83.6%-43.2pp | 69.5%-29.2pp |
| Annual return | 15.65% | 23.06%-7.4pp | 205.93%-190.3pp | 73.14%-57.5pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,433-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,487 | $3,086-51.8% | $4,939-69.9% | $3,332-55.4% |
| Admin fee / account holder | $96 | $5,698-98.3% | $13,880-99.3% | $4,645-97.9% |