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 | $25,000 |
Filed as: BLUE RIDGE ESOP ASSOCIATES Service code 15 · EIN 13-4238973 154 HANSEN ROAD, SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping | $15,900 |
ACCLARO VALUATION ADVISORS6+ years Filed as: ACCLARO VALUATION Service code 34 444 REGENCY PKWY DR · OMAHA, NE 68114 | Valuation (appraisals, etc.) | $15,000 |
EIDE BAILLY LLP6+ years Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 666 WALNUT ST., STE 1900 · DES MOINES, IA 50309 | Accounting | $10,765 |
NEWPORT GROUP, INC.6+ years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 2900 100TH ST STE 303 · URBANDALE, IA 50322 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,008 | $88,083-23.9% | $164,813-59.3% | $74,495-10.1% |
| Participation rate | 98.1% | 73.0%+25.1pp | 78.6%+19.5pp | 67.2%+30.9pp |
| Annual return | 9.43% | 17.26%-7.8pp | 69.93%-60.5pp | 1364.94%-1355.5pp |
| Employer contribution / active EE | $2,838 | $2,593+9.4% | $4,341-34.6% | $2,623+8.2% |
| Participant deferral / active EE | $0 | $4,498-100.0% | $6,031-100.0% | $4,346-100.0% |
| Admin fee / account holder | $238 | $2,234-89.3% | $12,690-98.1% | $1,942-87.7% |