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 |
|---|---|---|
ARGENT TRUST COMPANY3 years Service code 21 · EIN 62-1437218 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Bank Trustee | $35,000 |
Service code 64 · EIN 45-3547265 P.O. BOX 211201 · ST. PAUL, MN 55121 | Recordkeeping Fees | $16,796 |
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 55402 | Accounting | $11,750 |
WIPFLI LLP3 years Service code 34 · EIN 39-0758449 11 SCOTT STREET, SUITE 400 · WAUSAU, WI 54403 | Valuation (appraisals, etc.) | $10,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,178 | $86,286+113.5% | $111,297+65.5% | $85,850+114.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 36.41% | 19.99%+16.4pp | 54.65%-18.2pp | 318.53%-282.1pp |
| Employer contribution / active EE | $1,124 | $2,043-45.0% | $2,731-58.9% | $2,565-56.2% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,487-100.0% | $3,952-100.0% |
| Admin fee / account holder | $624 | $8,188-92.4% | $7,964-92.2% | $6,260-90.0% |