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 |
|---|---|---|
BROTHERHOOD BANK AND TRUST1+ years Filed as: BROTHERHOOD BANK & TRUST Service code 21 756 MINNESOTA AVE · KANSAS CITY, KS 66101 | Bank Trustee | $42,925 |
Filed as: DEMARS PENSION CONSULTING SVCS INC Service code 10 8700 INDIAN CREEK PKWY, STE 185 · OVERLAND PARK, KS 66210 | Accounting | $16,318 |
Filed as: NORTH AMERICAN K-TRADE ALLIANCE LLC Service code 10 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46569 | Accounting | $2,810 |
CHARLES SCHWAB & CO., INC.1+ years Filed as: CHARLES SCHWAB Service code 19 · EIN 42-1558009 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $1,063 |
LATHROP GPM1+ years Filed as: LATHROP & GAGE Service code 29 · EIN 43-0948710 | Legal | $1,063 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,689 | $50,498+6.3% | $75,781-29.2% | $55,191-2.7% |
| Participation rate | 51.5% | 69.4%-18.0pp | 75.8%-24.4pp | 69.2%-17.7pp |
| Annual return | -0.95% | 1.80%-2.7pp | 9.68%-10.6pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,493 | $2,291-34.8% | $3,323-55.1% | $1,899-21.4% |
| Participant deferral / active EE | $2,867 | $2,589+10.7% | $3,651-21.5% | $3,046-5.9% |
| Admin fee / account holder | $254 | $123+106.8% | $5,299-95.2% | $91+180.4% |