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 3-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 |
|---|---|---|
TEN PEAKS PARTNERS3+ years Service code 27 8182 MARYLAND AVENUE · CLAYTON, MO 63105 | Advisory (Plan) | $56,429 |
THE VANGUARD GROUP, INC.3+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $43,406 |
RUBINBROWN LLP1 year Filed as: RUBINBROWN Service code 10 PO BOX 790379 · ST. LOUIS, MO 631790379 | Accounting | $25,000 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,880 | $88,890-57.4% | $102,423-63.0% | $77,643-51.2% |
| Participation rate | 72.5% | 80.9%-8.4pp | 76.5%-4.0pp | 70.6%+1.9pp |
| Annual return | 50.12% | 24.98%+25.1pp | 29.32%+20.8pp | 31.24%+18.9pp |
| Employer contribution / active EE | $1,419 | $2,698-47.4% | $3,023-53.1% | $2,726-47.9% |
| Participant deferral / active EE | $2,377 | $5,145-53.8% | $5,053-53.0% | $4,647-48.9% |
| Admin fee / account holder | $210 | $235-10.7% | $9,451-97.8% | $430-51.2% |