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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $305,544 |
Filed as: BRIDGES INVESTMENT MANAGEMENT INC Service code 27 · EIN 47-0784180 | Advisory (Plan) | $115,438 |
Filed as: HUB INVESTMENT ADVISORS, INC. Service code 27 · EIN 20-1113894 | Advisory (Plan) | $13,964 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 13 · EIN 82-3719843 | Contract Administrator | $5,800 |
Filed as: WILSHIRE ADVISORS LLC Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,726 | $106,028-47.4% | $146,958-62.1% | $77,643-28.2% |
| Participation rate | 94.0% | 78.4%+15.7pp | 82.2%+11.9pp | 70.6%+23.5pp |
| Annual return | 15.92% | 56.73%-40.8pp | 418.34%-402.4pp | 31.24%-15.3pp |
| Employer contribution / active EE | $3,810 | $4,063-6.2% | $4,933-22.8% | $2,726+39.8% |
| Participant deferral / active EE | $8,319 | $7,990+4.1% | $8,070+3.1% | $4,647+79.0% |
| Admin fee / account holder | $332 | $337-1.5% | $12,998-97.4% | $430-22.8% |