See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 25 · EIN 36-3681493 | Directed Trustee | $61,749 |
EIDE BAILLY LLP1 year Service code 34 · EIN 91-2345678 | Direct payment from the plan; Valuati... | $28,875 |
EMPLOYEE FIDUCIARY, LLC1 year Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 | Recordkeeping | $12,424 |
ASCENSUS LLC1 year Filed as: ASCENSUS,LLC Service code 14 · EIN 82-3719843 | Plan Administrator | $8,925 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,857 | $98,727+7.2% | $113,168-6.5% | $85,563+23.7% |
| Participation rate | 99.1% | 80.8%+18.2pp | 76.6%+22.5pp | 66.0%+33.1pp |
| Annual return | 4.63% | 17.43%-12.8pp | 24.27%-19.6pp | 31.51%-26.9pp |
| Employer contribution / active EE | $14,219 | $2,907+389.2% | $2,975+377.9% | $2,654+435.8% |
| Participant deferral / active EE | $0 | $5,424-100.0% | $5,107-100.0% | $4,375-100.0% |
| Admin fee / account holder | $192 | $357-46.2% | $12,068-98.4% | $834-77.0% |