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 |
|---|---|---|
PRAIRIE CAPITAL ADVISORS7+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $35,250 |
Service code 13 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $34,059 |
JOANN MARINO5 years Service code 25 1706 LYNBROOKE DRIVE · YARDLEY, PA 19067 | Directed Trustee | $25,000 |
KATZ, SAPPER & MILLER7+ years Service code 10 · EIN 35-1090346 | Accounting | $12,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,578 | $185,342-94.3% | $111,297-90.5% | $86,799-87.8% |
| Participation rate | 99.7% | 81.0%+18.7pp | 77.3%+22.4pp | 72.3%+27.4pp |
| Annual return | 6.97% | 500.80%-493.8pp | 54.65%-47.7pp | 97.91%-90.9pp |
| Employer contribution / active EE | $1,011 | $2,246-55.0% | $2,731-63.0% | $2,405-58.0% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,487-100.0% | $4,131-100.0% |
| Admin fee / account holder | $236 | $255-7.7% | $7,964-97.0% | $170+39.0% |