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 TRUST5+ years Filed as: BROTHERHOOD BANK & TRUST Service code 21 756 MINNESOTA AVE · KANSAS CITY, KS 66101 | Bank Trustee | $51,862 |
Filed as: NORTH AMERICAN K-TRADE ALLIANCE LLC Service code 10 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46569 | Accounting | $29,498 |
Filed as: DEMARS PENSION CONSULTING SVCS INC Service code 10 8700 INDIAN CREEK PKWY, STE 185 · OVERLAND PARK, KS 66210 | Accounting | $18,499 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB & TRUST COMPANY Service code 19 · EIN 94-1737782 12401 RESEARCH BLVD · AUSTIN, TX 78759 | Securities Custodian | $7,784 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,324 | $66,601-1.9% | $92,893-29.7% | $67,579-3.3% |
| Participation rate | 63.7% | 72.5%-8.8pp | 76.0%-12.3pp | 71.3%-7.6pp |
| Annual return | 17.57% | 92.58%-75.0pp | 109.41%-91.8pp | 378.56%-361.0pp |
| Employer contribution / active EE | $1,968 | $2,775-29.1% | $3,653-46.1% | $2,148-8.4% |
| Participant deferral / active EE | $3,706 | $3,157+17.4% | $4,236-12.5% | $3,539+4.7% |
| Admin fee / account holder | $340 | $199+70.7% | $5,794-94.1% | $142+138.6% |