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 | $18,035 |
NEWPORT GROUP, INC.5+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 2900 100TH ST STE 303 · URBANDALE, IA 50322 | Recordkeeping | $13,659 |
ACCLARO VALUATION ADVISORS5+ years Filed as: ACCLARO VALUATION Service code 34 444 REGENCY PKWY DR · OMAHA, NE 68114 | Valuation (appraisals, etc.) | $13,500 |
EIDE BAILLY LLP5+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 666 WALNUT ST., STE 1900 · DES MOINES, IA 50309 | Accounting | $10,159 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 15 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $7,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,380 | $82,978-12.8% | $129,995-44.3% | $71,457+1.3% |
| Participation rate | 86.6% | 74.1%+12.5pp | 78.5%+8.1pp | 67.9%+18.7pp |
| Annual return | 44.38% | 20.60%+23.8pp | -137.18%+181.6pp | 28.85%+15.5pp |
| Employer contribution / active EE | $1,469 | $2,622-43.9% | $4,320-66.0% | $2,588-43.2% |
| Participant deferral / active EE | $0 | $4,432-100.0% | $5,820-100.0% | $4,289-100.0% |
| Admin fee / account holder | $273 | $1,729-84.2% | $10,614-97.4% | $1,587-82.8% |