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 COMPANY6 years Service code 21 · EIN 36-3681493 | Bank Trustee | $90,482 |
RSM US LLP7 years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $13,571 |
HDH ADVISORS LLC1 year Filed as: HDH ADVISORS Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $13,250 |
NYEMASTER GOOD P.C.6 years Service code 29 · EIN 42-1154516 | Legal | $11,466 |
Filed as: BLUE RIDGE TOPCO, LLC Service code 15 · EIN 84-5145051 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $8,084 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,063 | $64,119+221.4% | $112,228+83.6% | $66,914+207.9% |
| Participation rate | 90.4% | 68.5%+22.0pp | 75.1%+15.4pp | 69.8%+20.6pp |
| Annual return | 2.01% | -13.81%+15.8pp | 27.45%-25.4pp | 1.58%+0.4pp |
| Employer contribution / active EE | $5,565 | $3,005+85.2% | $3,635+53.1% | $2,544+118.7% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $1,576 | $625+152.1% | $6,410-75.4% | $593+165.7% |