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 |
|---|---|---|
Service code 21 3001 25TH STREET S · FARGO, ND 58103 | Bank Trustee | $30,722 |
NEWPORT GROUP, INC.4+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 2900 100TH ST STE 303 · URBANDALE, IA 50322 | Recordkeeping | $12,825 |
ACCLARO VALUATION ADVISORS4+ years Filed as: ACCLARO VALUATION Service code 34 444 REGENCY PKWY DR · OMAHA, NE 68114 | Valuation (appraisals, etc.) | $12,500 |
EIDE BAILLY LLP4+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 666 WALNUT ST., STE. 1900 · DES MOINES, IA 50309 | Accounting | $9,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,110 | $86,655-37.6% | $119,609-54.8% | $66,914-19.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 79.3%+20.7pp | 69.8%+30.2pp |
| Annual return | 37.10% | -8.00%+45.1pp | -14.97%+52.1pp | 1.58%+35.5pp |
| Employer contribution / active EE | $1,096 | $2,536-56.8% | $4,232-74.1% | $2,544-56.9% |
| Participant deferral / active EE | $0 | $4,358-100.0% | $5,602-100.0% | $4,237-100.0% |
| Admin fee / account holder | $312 | $755-58.7% | $10,323-97.0% | $593-47.4% |