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 4-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: TRANSITION FINANCE STRATEGIES LLC Service code 15 · EIN 13-4238973 | Recordkeeping | $148,934 |
IMEG CORP4+ years Service code 14 · EIN 47-5145628 | Plan Administrator | $54,651 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $27,038 |
SIMON FINANCIAL4+ years Service code 34 · EIN 73-1703929 | Direct payment from the plan; Valuati... | $8,639 |
ONE DEGREE ADVISORS4+ years Service code 28 · EIN 55-5888999 | Investment Management | $6,256 |
PRUDENT FIDUCIARY SERVICES, LLC4+ years Filed as: PRUDENT FIDUCIARY SERVICES Service code 21 · EIN 82-1818132 | Bank Trustee | $5,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,370 | $145,877-21.6% | $150,045-23.8% | $102,872+11.2% |
| Participation rate | 99.9% | 79.8%+20.0pp | 82.3%+17.6pp | 73.0%+26.9pp |
| Annual return | 19.09% | 21.37%-2.3pp | 62.55%-43.5pp | 19.06%0pp |
| Employer contribution / active EE | $6,669 | $4,710+41.6% | $4,693+42.1% | $3,526+89.1% |
| Participant deferral / active EE | $0 | $9,491-100.0% | $7,997-100.0% | $5,535-100.0% |
| Admin fee / account holder | $75 | $176-57.4% | $13,435-99.4% | $292-74.4% |