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 |
|---|---|---|
GPB CORP5+ years Service code 15 · EIN 43-1240518 | Recordkeeping | $32,098 |
RSM US LLP5+ years Service code 10 · EIN 42-0714325 | Accounting | $24,172 |
MARQUETTE ASSOCIATES5+ years Filed as: MARQUETTE ADVISORS Service code 27 · EIN 43-1489435 | Advisory (Plan) | $15,946 |
EKON BENEFITS5+ years Service code 11 · EIN 43-1317863 | Actuarial | $10,650 |
COMMERCE BANK4 years Service code 28 922 WALNUT STREET · KANSAS CITY, MO 64106 | Investment Management | $9,664 |
Service code 29 · EIN 43-1718339 | Legal | $7,565 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $90,594 | $69,362+30.6% | $101,248-10.5% | $73,488+23.3% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 3.99% | 18.46%-14.5pp | 46.47%-42.5pp | 28.51%-24.5pp |
| Employer contribution / active EE | $7,464 | $2,628+184.0% | $3,660+104.0% | $2,270+228.8% |
| Participant deferral / active EE | $557 | $3,300-83.1% | $4,370-87.3% | $3,740-85.1% |
| Admin fee / account holder | $566 | $704-19.5% | $5,945-90.5% | $513+10.4% |