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 COMPANY5 years Service code 21 · EIN 62-1437218 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Bank Trustee | $40,723 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $30,190 |
POLSINELLI1 year Filed as: POLSINELLI LAW FIRM Service code 29 150 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Legal | $17,705 |
EIDE BAILLY LLP4 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 55402 | Accounting | $16,000 |
WIPFLI LLP5 years Service code 34 · EIN 39-0758449 11 SCOTT STREET, SUITE 400 · WAUSAU, WI 54403 | Valuation (appraisals, etc.) | $13,000 |
KRIEG DEVAULT LLP2 years Filed as: KRIEG DEVAULT Service code 29 ONE INDIANA SQUARE · INDIANAPOLIS, IN 46204 | Legal | $2,814 |
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 | $180,324 | $76,050+137.1% | $96,544+86.8% | $71,457+152.4% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 23.20% | 22.81%+0.4pp | 25.84%-2.6pp | 28.85%-5.6pp |
| Employer contribution / active EE | $855 | $2,244-61.9% | $2,965-71.2% | $2,588-67.0% |
| Participant deferral / active EE | $0 | $4,215-100.0% | $4,851-100.0% | $4,289-100.0% |
| Admin fee / account holder | $782 | $2,707-71.1% | $8,252-90.5% | $1,587-50.7% |