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 |
|---|---|---|
MEKETA INVESTMENT GROUP10+ years Filed as: MEKETA INVESTMENT GROUP INC. Service code 27 · EIN 04-2659023 | Advisory (Plan) | $103,000 |
Filed as: REINHART BOERNER VAN DEUREN Service code 29 · EIN 39-1126909 | Legal | $48,213 |
CLIFTONLARSONALLEN LLP11+ years Service code 10 · EIN 41-0746749 | Accounting | $44,639 |
EASTERN IOWA FRINGE BENEFITS11+ years Service code 13 · EIN 42-1395230 | Contract Administrator | $36,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,695 | $103,641+35.8% | $107,525+30.8% | $102,872+36.8% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.1%+24.9pp | 73.0%+27.0pp |
| Annual return | 15.01% | 13.08%+1.9pp | 181.32%-166.3pp | 19.06%-4.0pp |
| Employer contribution / active EE | $6,274 | $5,096+23.1% | $3,754+67.1% | $3,526+77.9% |
| Participant deferral / active EE | $4,021 | $3,789+6.1% | $5,116-21.4% | $5,535-27.3% |
| Admin fee / account holder | $185 | $276-33.1% | $8,919-97.9% | $292-36.8% |