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 10-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 |
|---|---|---|
PRAIRIE CAPITAL ADVISORS1 year Service code 11 · EIN 36-4072641 | Actuarial | $77,836 |
FINDLEY1 year Service code 15 · EIN 34-1213174 | Recordkeeping | $76,812 |
MATHER & CO., CPAS, LLC1 year Filed as: MATHER & CO. CPAS, LLC Service code 10 · EIN 61-1210177 | Accounting | $12,800 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $28,495 | $56,095-49.2% | $178,490-84.0% | $90,288-68.4% |
| Participation rate | 81.1% | 65.6%+15.5pp | 81.9%-0.8pp | 73.4%+7.7pp |
| Annual return | 5.26% | 28.81%-23.6pp | 151.07%-145.8pp | 53.97%-48.7pp |
| Employer contribution / active EE | $720 | $1,572-54.2% | $5,011-85.6% | $2,524-71.5% |
| Participant deferral / active EE | $0 | $2,669-100.0% | $5,202-100.0% | $4,232-100.0% |
| Admin fee / account holder | $109 | $101+7.9% | $13,984-99.2% | $114-4.8% |