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 |
|---|---|---|
Filed as: NORTH AMERICAN K-TRADE ALLIANCE LLC Service code 10 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46569 | Accounting | $41,595 |
Filed as: BANK OF LABOR TRUST DIVISION Service code 21 756 · KANSAS CITY, MO 66101 | Bank Trustee | $30,550 |
BROTHERHOOD BANK AND TRUST6+ years Filed as: BROTHERHOOD BANK & TRUST Service code 21 756 MINNESOTA AVE · KANSAS CITY, KS 66101 | Bank Trustee | $28,028 |
Filed as: DEMARS PENSION CONSULTING SVCS INC Service code 10 8700 INDIAN CREEK PKWY, STE 185 · OVERLAND PARK, KS 66210 | Accounting | $23,875 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,092 | $91,517-19.0% | $101,248-26.8% | $73,409+0.9% |
| Participation rate | 66.6% | 73.8%-7.2pp | 75.8%-9.2pp | 72.2%-5.6pp |
| Annual return | 13.02% | 17.17%-4.1pp | 46.47%-33.5pp | 59.29%-46.3pp |
| Employer contribution / active EE | $2,089 | $2,877-27.4% | $3,660-42.9% | $2,234-6.5% |
| Participant deferral / active EE | $4,122 | $3,338+23.5% | $4,370-5.7% | $3,805+8.3% |
| Admin fee / account holder | $377 | $216+74.5% | $5,945-93.7% | $158+138.5% |