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 |
|---|---|---|
COMMERCE BANK1 year Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $27,366 |
GPB CORP2+ years Service code 15 · EIN 43-1240518 | Recordkeeping | $19,208 |
RSM US LLP2+ years Service code 10 · EIN 42-0714325 | Accounting | $18,475 |
ENTERPRISE BANK & TRUST2+ years Filed as: ENTERPRISE BANK AND TRUST Service code 19 · EIN 43-1472619 | Securities Custodian | $14,687 |
MARQUETTE ASSOCIATES2+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 43-1489435 | Advisory (Plan) | $11,619 |
EKON BENEFITS2+ years Service code 11 · EIN 43-1317863 | Actuarial | $9,990 |
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,023 | $58,726+20.9% | $92,233-23.0% | $62,292+14.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 9.82% | 43.62%-33.8pp | 176.28%-166.5pp | 28.90%-19.1pp |
| Employer contribution / active EE | $6,978 | $2,392+191.7% | $3,679+89.6% | $2,042+241.7% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $270 | $556-51.6% | $5,194-94.8% | $479-43.8% |