See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
GREATBANC TRUST COMPANY7 years Service code 21 · EIN 36-3681493 | Bank Trustee | $50,980 |
HDH ADVISORS LLC2 years Filed as: HDH ADVISORS Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $20,550 |
Filed as: BLUE RIDGE TOPCO, LLC Service code 15 · EIN 84-5145051 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $16,880 |
RSM US LLP8 years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $16,500 |
NEWPORT GROUP, INC.7 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $4,045 |
NYEMASTER GOOD P.C.7 years Service code 29 · EIN 42-1154516 | Legal | $3,588 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,349 | $76,670+209.6% | $96,683+145.5% | $71,457+232.2% |
| Participation rate | 89.1% | 66.6%+22.5pp | 74.3%+14.7pp | 67.9%+21.2pp |
| Annual return | 13.33% | 48.29%-35.0pp | 35.69%-22.4pp | 28.85%-15.5pp |
| Employer contribution / active EE | $6,545 | $3,031+115.9% | $3,737+75.2% | $2,588+153.0% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $1,967 | $2,028-3.0% | $6,730-70.8% | $1,587+23.9% |