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 |
|---|---|---|
THE VANGUARD GROUP, INC.3+ years Filed as: VANGUARD Service code 28 P.O. BOX 2600 · VALLEY FORGE, PA 19482 | Investment Management | $31,470 |
KREISCHER MILLER3+ years Service code 10 · EIN 23-1980475 | Accounting | $14,200 |
PRAIRIE CAPITAL ADVISORS3+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $13,750 |
CROWE LLP3+ years Filed as: CROWE HORWATH Service code 64 · EIN 35-0921680 | Recordkeeping Fees | $12,804 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,375 | $63,299+292.4% | $91,001+172.9% | $62,292+298.7% |
| Participation rate | 83.1% | 73.3%+9.8pp | 75.6%+7.5pp | 69.5%+13.6pp |
| Annual return | 22.56% | 20.99%+1.6pp | 4.60%+18.0pp | 28.90%-6.3pp |
| Employer contribution / active EE | $2,049 | $1,807+13.4% | $2,456-16.6% | $2,042+0.3% |
| Participant deferral / active EE | $0 | $2,943-100.0% | $3,547-100.0% | $3,169-100.0% |
| Admin fee / account holder | $492 | $468+5.3% | $5,417-90.9% | $479+2.7% |