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 |
|---|---|---|
GREATBANC TRUST COMPANY2 years Service code 21 · EIN 36-3681493 | Bank Trustee | $58,879 |
HDH ADVISORS LLC4+ years Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $10,800 |
RSM US LLP3 years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $10,143 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $6,331 |
NYEMASTER GOOD P.C.2 years Service code 29 · EIN 42-1154516 | Legal | $193 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,166 | $55,449+181.6% | $83,848+86.2% | $56,287+177.4% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | 7.99% | -1.38%+9.4pp | 850.88%-842.9pp | -9.96%+17.9pp |
| Employer contribution / active EE | $4,808 | $2,430+97.8% | $3,631+32.4% | $2,111+127.7% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $1,029 | $656+56.9% | $5,478-81.2% | $521+97.5% |