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 | $230,989 |
IMEG CORP2+ years Service code 14 · EIN 47-5145628 | Plan Administrator | $65,523 |
HK FINANCIAL SERVICES1 year Filed as: HONKAMP, P.C. Service code 10 · EIN 42-0946155 | Accounting | $39,140 |
ONE DEGREE ADVISORS2+ years Service code 28 · EIN 55-5888999 | Investment Management | $26,713 |
PRUDENT FIDUCIARY SERVICES, LLC2+ years Filed as: PRUDENT FIDUCIARY SERVICES Service code 21 · EIN 82-1818132 | Bank Trustee | $12,000 |
SIMON FINANCIAL2+ years Service code 34 · EIN 73-1703929 | Valuation (appraisals, etc.); Direct ... | $8,059 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,396 | $107,459-9.4% | $135,903-28.3% | $80,160+21.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 81.9%+18.1pp | 72.9%+27.1pp |
| Annual return | 10.35% | 91.91%-81.6pp | 68.23%-57.9pp | 40.38%-30.0pp |
| Employer contribution / active EE | $6,170 | $3,877+59.1% | $4,856+27.1% | $2,978+107.2% |
| Participant deferral / active EE | $0 | $8,195-100.0% | $7,758-100.0% | $5,017-100.0% |
| Admin fee / account holder | $145 | $127+14.3% | $10,762-98.7% | $145+0.1% |