See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
ESOP PARTNERS LLC8+ years Filed as: ESOP PARTNERS Service code 15 · EIN 20-5396546 3701 E EVERGREEN DR. · APPLETON, WI 54913 | Recordkeeping | $24,768 |
COMMUNITY BANK OF PLEASANT HILL8+ years Service code 21 P.O. BOX 30 · PLEASANT HILL, MO 640800030 | Bank Trustee | $19,083 |
KORSCHOT & COMPANY8+ years Service code 34 · EIN 43-1749095 D/B/A STERN BROS VALUATION ADVISORS · KANSAS CITY, MO 641052124 | Valuation (appraisals, etc.); Securit... | $9,300 |
AGH WEALTH ADVISORS, LLC8+ years Filed as: AGH Service code 10 301 N MAIN · WICHITA, KS 67202 | Accounting | $0 |
HINKLE LAW FIRM8+ years Service code 29 · EIN 48-1029309 301 NORTH MAIN ST. · WICHITA, KS 672024820 | Legal | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,478 | $84,487-35.5% | $125,339-56.5% | $66,914-18.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -6.21% | -8.39%+2.2pp | 572.05%-578.3pp | 1.58%-7.8pp |
| Employer contribution / active EE | $7,650 | $3,553+115.3% | $4,814+58.9% | $2,544+200.7% |
| Participant deferral / active EE | $0 | $6,781-100.0% | $7,446-100.0% | $4,237-100.0% |
| Admin fee / account holder | $275 | $685-59.8% | $10,010-97.2% | $593-53.6% |