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 | $151,353 |
IMEG CORP3+ years Service code 14 · EIN 47-5145628 | Plan Administrator | $51,651 |
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY Service code 10 · EIN 45-0250958 | Accounting | $26,442 |
ONE DEGREE ADVISORS3+ years Service code 28 · EIN 55-5888999 | Investment Management | $17,761 |
SIMON FINANCIAL3+ years Service code 34 · EIN 73-1703929 | Direct payment from the plan; Valuati... | $8,205 |
PRUDENT FIDUCIARY SERVICES, LLC3+ 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 | $102,684 | $122,186-16.0% | $146,958-30.1% | $199,593-48.6% |
| Participation rate | 99.6% | 78.3%+21.3pp | 82.2%+17.5pp | 72.0%+27.7pp |
| Annual return | 20.93% | 30.56%-9.6pp | 418.34%-397.4pp | 34.25%-13.3pp |
| Employer contribution / active EE | $6,229 | $4,093+52.2% | $4,933+26.3% | $3,034+105.3% |
| Participant deferral / active EE | $0 | $8,502-100.0% | $8,070-100.0% | $5,087-100.0% |
| Admin fee / account holder | $86 | $179-52.0% | $12,998-99.3% | $269-68.1% |