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 |
|---|---|---|
DETALUS ADVISORS1 year Service code 28 · EIN 26-3942146 383 MARHSALL AVENUE · ST. LOUIS, MO 63119 | Investment Management | $70,548 |
CBIZ RETIREMENT PLAN SERVICES2+ years Filed as: CBIZ COTTONWOOD Service code 11 · EIN 20-5250908 6900 COLLEGE BLVC., SUITE 300 · OVERLAND PARK, KS 66211 | Actuarial | $42,000 |
WILLIAMSKEEPERS1 year Service code 10 · EIN 43-1126847 2005 WEST BROADWAY, SUITE 100 · COLUMBIA, MO 65203 | Accounting | $8,500 |
CENTRAL BANK2+ years Service code 28 · EIN 43-0975002 348 MADISON · JEFFERSON CITY, MO 65101 | Investment Management | $2,982 |
HUSCH BLACKWELL1 year Service code 29 · EIN 26-1688286 P.O. BOX 802765 · KANSAS CITY, MO 641802765 | Legal | $2,884 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $35,636-100.0% | $374,107-100.0% | $35,636-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 22.0%-22.0pp | 1.8%-1.8pp |
| Annual return | 8.14% | 5.13%+3.0pp | 4.74%+3.4pp | 7.18%+1.0pp |
| Employer contribution / active EE | $13,965 | $14,689-4.9% | $36,089-61.3% | $13,095+6.6% |
| Participant deferral / active EE | $0 | $59-100.0% | $59-100.0% | $385-100.0% |
| Admin fee / account holder | $0 | $362-100.0% | $10,677-100.0% | $362-100.0% |