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 |
|---|---|---|
WITHUMSMITH+BROWN, PC1+ years Filed as: CARLOS BROWN Service code 13 · EIN 43-6199275 6025 CHIPPEWA STREET, SUITE 301 · ST. LOUIS, MO 63109 | Contract Administrator | $25,187 |
PURK & ASSOCIATES, P.C.1+ years Service code 10 · EIN 26-4532849 1034 S. BRENTWOOD BLVD., SUITE 2000 · ST. LOUIS, MO 63117 | Accounting | $15,243 |
EKON BENEFITS1+ years Service code 11 · EIN 43-1317863 4940 WASHINGTON BLVD. · ST. LOUIS, MO 63108 | Actuarial | $15,067 |
SCHUCHAT, COOK & WERNER1+ years Service code 29 · EIN 43-0763010 1221 LOCUST, SUITE 250 · ST. LOUIS, MO 63103 | Legal | $7,524 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD Service code 72 P O BOX 2600 · VALLEY FORGE, PA 194822600 | Other investment fees and expenses | $0 |
See 1 actuary disclosure. $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $0 | $89,277-100.0% | $322,681-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 16.7%-16.7pp | 27.6%-27.6pp | 12.6%-12.6pp |
| Annual return | -8.58% | 4.39%-13.0pp | 4.07%-12.6pp | 4.56%-13.1pp |
| Employer contribution / active EE | $2,653 | $12,633-79.0% | $36,235-92.7% | $15,526-82.9% |
| Participant deferral / active EE | $0 | $7-100.0% | $215-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $1,741-100.0% | $7,128-100.0% | $1,711-100.0% |