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 9-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 |
|---|---|---|
Service code 21 · EIN 45-0134280 | Bank Trustee | $30,100 |
BOULAY PLLP1 year Filed as: BOULAY GROUP Service code 15 · EIN 41-0887288 | Recordkeeping | $18,050 |
PRAIRIE CAPITAL ADVISORS1 year Service code 10 · EIN 36-4072641 | Accounting | $14,475 |
CLIFTONLARSONALLEN LLP5 years Filed as: CLIFTON LARSON ALLEN LLP Service code 10 · EIN 41-0746749 | Accounting | $12,285 |
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 | $512,651 | $82,917+518.3% | $103,333+396.1% | $77,643+560.3% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 120.73% | 19.13%+101.6pp | 24.88%+95.9pp | 31.24%+89.5pp |
| Employer contribution / active EE | $1,044 | $3,552-70.6% | $3,868-73.0% | $2,726-61.7% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |