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 |
|---|---|---|
THE BANK OF NEW YORK MELLON3 years Filed as: BANK OF LABOR TRUST DIVISION Service code 21 756 · KANSAS CITY, MO 66101 | Bank Trustee | $72,090 |
Filed as: NORTH AMERICAN K-TRADE ALLIANCE LLC Service code 10 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46569 | Accounting | $49,036 |
Filed as: DEMARS PENSION CONSULTING SVCS INC Service code 10 8700 INDIAN CREEK PKWY, STE 185 · OVERLAND PARK, KS 66210 | Accounting | $26,234 |
POLSINELLI1 year Filed as: POLSINELLI PC Service code 11 · EIN 43-1064260 900 W. 48TH PLACE, SUITE 900 · KANSAS CITY, MO 64112 | Actuarial | $882 |
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 | $72,272 | $106,236-32.0% | $112,228-35.6% | $64,808+11.5% |
| Participation rate | 69.9% | 71.7%-1.7pp | 75.1%-5.1pp | 71.5%-1.5pp |
| Annual return | -15.95% | -6.02%-9.9pp | 27.45%-43.4pp | 32.82%-48.8pp |
| Employer contribution / active EE | $2,305 | $3,166-27.2% | $3,635-36.6% | $2,506-8.0% |
| Participant deferral / active EE | $4,775 | $3,785+26.1% | $4,728+1.0% | $4,310+10.8% |
| Admin fee / account holder | $453 | $452+0.3% | $6,410-92.9% | $188+141.1% |