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 9-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 27 130 S BEMISTONE AVE STE 602 · CLAYTON, MO 63105 | Advisory (Plan) | $32,153 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,091 | $82,917+20.7% | $103,333-3.1% | $77,643+28.9% |
| Participation rate | 43.3% | 71.6%-28.3pp | 74.5%-31.2pp | 70.6%-27.3pp |
| Annual return | 23.24% | 19.13%+4.1pp | 24.88%-1.6pp | 31.24%-8.0pp |
| Employer contribution / active EE | $1,608 | $3,552-54.7% | $3,868-58.4% | $2,726-41.0% |
| Participant deferral / active EE | $2,897 | $4,108-29.5% | $5,057-42.7% | $4,647-37.7% |
| Admin fee / account holder | $299 | $638-53.1% | $8,355-96.4% | $430-30.5% |