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 |
|---|---|---|
PRAIRIE CAPITAL ADVISORS2+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $37,756 |
THE VANGUARD GROUP, INC.2+ years Filed as: VANGUARD Service code 28 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Investment Management | $28,934 |
CROWE LLP2+ years Filed as: CROWE HORWATH Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $12,187 |
KREISCHER MILLER2+ years Service code 10 · EIN 23-1980475 | Accounting | $8,500 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $924,739 | $56,629+1533.0% | $77,999+1085.6% | $55,167+1576.3% |
| Participation rate | 0.0% | 73.3%-73.3pp | 75.5%-75.5pp | 69.0%-69.0pp |
| Annual return | 18.66% | 2866.98%-2848.3pp | 425.96%-407.3pp | 169.23%-150.6pp |
| Employer contribution / active EE | $1,970 | $1,723+14.3% | $2,470-20.2% | $1,963+0.4% |
| Participant deferral / active EE | $0 | $2,777-100.0% | $3,497-100.0% | $3,054-100.0% |
| Admin fee / account holder | $2,794 | $467+498.9% | $5,480-49.0% | $504+454.5% |