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.6+ years Filed as: VANGUARD Service code 28 P.O. BOX 709 · VALLEY FORGE, PA 194820709 | Investment Management | $31,187 |
VENTURA2 years Service code 20 719 W. MINNEHAHA PKWY · MINNEAPOLIS, MN 55419 | Trustee (individual) | $28,000 |
PRAIRIE CAPITAL ADVISORS6+ years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $8,000 |
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 | $613,917 | $70,908+765.8% | $98,907+520.7% | $73,488+735.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 76.0%+24.0pp | 70.7%+29.3pp |
| Annual return | 92.22% | 34.17%+58.1pp | 196.43%-104.2pp | 28.51%+63.7pp |
| Employer contribution / active EE | $9,436 | $2,036+363.4% | $2,689+250.9% | $2,270+315.6% |
| Participant deferral / active EE | $0 | $3,500-100.0% | $4,244-100.0% | $3,740-100.0% |
| Admin fee / account holder | $278 | $535-48.0% | $6,642-95.8% | $513-45.8% |