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 ADVISORS2 years Service code 28 · EIN 26-3942146 383 MARSHALL AVENUE · ST. LOUIS, MO 63119 | Investment Management | $82,657 |
CBIZ RETIREMENT PLAN SERVICES3+ years Filed as: CBIZ COTTONWOOD Service code 11 · EIN 20-5250908 6900 COLLEGE BLVD., SUITE 300 · OVERLAND PARK, KS 66211 | Actuarial | $42,000 |
WILLIAMSKEEPERS2 years Service code 10 · EIN 43-1126847 2005 WEST BROADWAY, SUITE 100 · COLUMBIA, MO 65203 | Accounting | $8,500 |
HUSCH BLACKWELL2 years Service code 29 · EIN 26-1688286 PO BOX 802765 · KANSAS CITY, MO 641802765 | Legal | $4,376 |
CENTRAL BANK3+ years Service code 28 · EIN 43-0975002 348 MADISON · JEFFERSON CITY, MO 65101 | Investment Management | $3,266 |
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 | $1,723,788-100.0% | $411,917-100.0% | $1,723,788-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 16.2%-16.2pp | 1.9%-1.9pp |
| Annual return | 12.02% | 13.03%-1.0pp | 10.36%+1.7pp | 23.90%-11.9pp |
| Employer contribution / active EE | $22,047 | $15,779+39.7% | $37,738-41.6% | $16,539+33.3% |
| Participant deferral / active EE | $0 | $72-100.0% | $137-100.0% | $350-100.0% |
| Admin fee / account holder | $0 | $18,975-100.0% | $15,661-100.0% | $18,975-100.0% |