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 COMPANY8 years Service code 21 · EIN 36-3681493 | Bank Trustee | $86,550 |
RSM US LLP9 years Filed as: RSM US, LLP Service code 10 · EIN 42-0714325 | Accounting | $21,630 |
Filed as: BLUE RIDGE TOPCO, LLC Service code 15 · EIN 84-5145051 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $20,065 |
HDH ADVISORS LLC3 years Filed as: HDH ADVISORS Service code 34 1601 22ND STREET STE 400 · WEST DES MOINES, IA 50266 | Valuation (appraisals, etc.) | $7,600 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $266,921 | $80,724+230.7% | $103,333+158.3% | $74,495+258.3% |
| Participation rate | 95.5% | 65.7%+29.8pp | 74.5%+20.9pp | 67.2%+28.3pp |
| Annual return | 19.32% | 27.56%-8.2pp | 24.88%-5.6pp | 1364.94%-1345.6pp |
| Employer contribution / active EE | $6,455 | $3,157+104.4% | $3,868+66.9% | $2,623+146.1% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $1,395 | $2,368-41.1% | $8,355-83.3% | $1,942-28.2% |