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 |
|---|---|---|
CROWE LLP1+ years Service code 15 · EIN 35-0921680 | Recordkeeping | $124,404 |
IMEG CORP1+ years Service code 14 · EIN 47-5145628 | Plan Administrator | $83,016 |
HK FINANCIAL SERVICES1+ years Filed as: HONKAMP KRUEGER AND CO PC Service code 10 · EIN 42-0946155 | Accounting | $26,700 |
ONE DEGREE ADVISORS1+ years Service code 28 · EIN 55-5888999 | Investment Management | $21,443 |
PRUDENT FIDUCIARY SERVICES, LLC1+ years Filed as: PRUDENT FIDUCIARY SERVICES Service code 21 · EIN 82-1818132 | Bank Trustee | $12,000 |
SIMON FINANCIAL1+ years Service code 34 · EIN 73-1703929 | Direct payment from the plan; Valuati... | $6,667 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,440 | $95,388+7.4% | $125,339-18.3% | $77,904+31.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 82.4%+17.6pp | 73.7%+26.3pp |
| Annual return | 86.88% | 116.19%-29.3pp | 572.05%-485.2pp | 12.21%+74.7pp |
| Employer contribution / active EE | $5,628 | $3,666+53.5% | $4,814+16.9% | $2,848+97.6% |
| Participant deferral / active EE | $0 | $7,711-100.0% | $7,446-100.0% | $4,806-100.0% |
| Admin fee / account holder | $124 | $119+4.7% | $10,010-98.8% | $133-6.1% |