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 |
|---|---|---|
ACCLARO VALUATION ADVISORS2+ years Filed as: ACCLARO VALUATION Service code 34 444 REGENCY PKWY DR · OMAHA, NE 68114 | Valuation (appraisals, etc.) | $16,577 |
NEWPORT GROUP, INC.2+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 2900 100TH ST STE 303 · URBANDALE, IA 50322 | Recordkeeping | $11,630 |
EIDE BAILLY LLP2+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 666 WALNUT ST., STE. 1900 · DES MOINES, IA 50309 | Accounting | $9,100 |
BREMER BANK NATIONAL ASSOCIATION2+ years Filed as: BREMER WEALTH MANAGEMENT Service code 21 1100 WEST ST. GERMAIN STREET · ST. CLOUD, MN 56301 | Bank Trustee | $4,625 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,202 | $81,474-43.3% | $133,956-65.5% | $73,488-37.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | 148.59% | 19.40%+129.2pp | 45.09%+103.5pp | 28.51%+120.1pp |
| Employer contribution / active EE | $1,794 | $2,209-18.8% | $3,919-54.2% | $2,270-21.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $274 | $713-61.6% | $8,927-96.9% | $513-46.6% |