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 6-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 |
|---|---|---|
NEWPORT GROUP, INC.1+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 2900 100TH ST STE 303 · URBANDALE, IA 50322 | Recordkeeping | $11,210 |
BREMER BANK NATIONAL ASSOCIATION1+ years Filed as: BREMER WEALTH MANAGEMENT Service code 21 1100 WEST ST. GERMAIN STREET · ST. CLOUD, MN 56301 | Bank Trustee | $10,500 |
EIDE BAILLY LLP1+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 666 WALNUT ST., STE. 1900 · DES MOINES, IA 50309 | Accounting | $9,100 |
ACCLARO VALUATION ADVISORS1+ years Filed as: ACCLARO VALUATION Service code 34 444 REGENCY PKWY DR · OMAHA, NE 68114 | Valuation (appraisals, etc.) | $5,250 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,847 | $86,332-78.2% | $125,175-84.9% | $65,185-71.1% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | -6.98% | 27.43%-34.4pp | 43.79%-50.8pp | 29.38%-36.4pp |
| Employer contribution / active EE | $1,677 | $2,040-17.8% | $3,865-56.6% | $2,177-22.9% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $247 | $609-59.5% | $9,702-97.5% | $847-70.8% |