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 COMPANY7 years Service code 21 · EIN 62-1437218 1100 ABERNATHY ROAD · ATLANTA, GA 30328 | Bank Trustee | $29,167 |
Filed as: TRANSITION FINANCE STRATEGIES LLC Service code 64 · EIN 13-4238973 154 HANSEN RD · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $23,368 |
EIDE BAILLY LLP6 years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 800 NICOLLET MALL, SUITE 1300 · MINNEAPOLIS, MN 55402 | Accounting | $17,199 |
WIPFLI LLP7 years Service code 34 · EIN 39-0758449 11 SCOTT STREET, SUITE 400 · WAUSAU, WI 54403 | Valuation (appraisals, etc.) | $16,960 |
KRIEG DEVAULT LLP4 years Filed as: KRIEG DEVAULT Service code 29 ONE INDIANA SQUARE · INDIANAPOLIS, IN 46204 | Legal | $0 |
POLSINELLI3 years Filed as: POLSINELLI LAW FIRM Service code 29 150 N. RIVERSIDE PLAZA · CHICAGO, IL 60606 | Legal | $0 |
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 | $194,370 | $87,870+121.2% | $113,168+71.8% | $74,304+161.6% |
| Participation rate | 99.1% | 70.7%+28.3pp | 76.6%+22.5pp | 60.3%+38.7pp |
| Annual return | 14.47% | 26.44%-12.0pp | 24.27%-9.8pp | 29.43%-15.0pp |
| Employer contribution / active EE | $917 | $2,277-59.7% | $2,975-69.2% | $2,241-59.1% |
| Participant deferral / active EE | $0 | $4,241-100.0% | $5,107-100.0% | $3,767-100.0% |
| Admin fee / account holder | $538 | $3,368-84.0% | $12,068-95.5% | $2,969-81.9% |