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 |
|---|---|---|
SPENCER FANE LLP5 years Service code 29 · EIN 44-0561981 1000 WALNUT ST · KANSAS CITY, MO 64106 | Legal | $147,413 |
VINEYARD WEALTH MANAGEMENT LLC5 years Service code 27 · EIN 41-2263025 | Advisory (Plan) | $119,509 |
BMGI2 years Service code 13 625 ENTERPRISE DR · OAK BROOK, IL 60523 | Contract Administrator | $55,497 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $50,411 |
MORROW & CO., LLC4 years Filed as: MORROW & CO LLC Service code 10 · EIN 48-1142797 421 E 3RD ST N · WICHITA, KS 67202 | Accounting | $18,907 |
Filed as: WASHINGTON STREET INSURANCE GROUP Service code 23 P.O. BOX 360 · PALOS PARK, IL 60464 | Direct payment from the plan; Insuran... | $8,595 |
AMERICAN FUNDS5 years Service code 52 · EIN 94-6050854 | Indirect Investment Fees | $0 |
BARON5 years Service code 52 · EIN 13-6891420 | Indirect Investment Fees | $0 |
EATON VANCE5 years Service code 52 · EIN 04-6039283 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,612 | $88,770-36.2% | $109,143-48.1% | $93,030-39.1% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 12.47% | 60.64%-48.2pp | 25.75%-13.3pp | 158.70%-146.2pp |
| Employer contribution / active EE | $3,529 | $3,780-6.6% | $3,722-5.2% | $2,706+30.4% |
| Participant deferral / active EE | $958 | $3,630-73.6% | $4,653-79.4% | $4,562-79.0% |
| Admin fee / account holder | $103 | $172-40.3% | $6,752-98.5% | $152-32.2% |