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 MELLON5 years Filed as: BANK OF LABOR TRUST DIVISION Service code 21 756 · KANSAS CITY, MO 66101 | Bank Trustee | $90,990 |
ALLIANCE PENSION CONSULTANTS, LLC10+ years Filed as: NORTH AMERICAN K-TRADE ALLIANCE LLC Service code 10 1500 NORTH OAK DRIVE, SUITE B · PLYMOUTH, IN 46569 | Accounting | $63,220 |
DEMARS PENSION CONSULTING SERVICES10+ years Filed as: DEMARS PENSION CONSULTING SVCS INC Service code 10 8700 INDIAN CREEK PKWY, STE 185 · OVERLAND PARK, KS 66210 | Accounting | $32,259 |
CHARLES SCHWAB & CO., INC.2 years Service code 22 · EIN 94-1737782 | Insurance Broker | $13,363 |
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 | $106,221 | $82,917+28.1% | $103,333+2.8% | $77,643+36.8% |
| Participation rate | 63.5% | 71.6%-8.0pp | 74.5%-11.0pp | 70.6%-7.1pp |
| Annual return | 13.59% | 19.13%-5.5pp | 24.88%-11.3pp | 31.24%-17.6pp |
| Employer contribution / active EE | $2,175 | $3,552-38.8% | $3,868-43.8% | $2,726-20.2% |
| Participant deferral / active EE | $4,517 | $4,108+9.9% | $5,057-10.7% | $4,647-2.8% |
| Admin fee / account holder | $558 | $638-12.6% | $8,355-93.3% | $430+29.6% |