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 |
|---|---|---|
BANKERS TRUST COMPANY1 year Filed as: TI-TRUST Service code 20 · EIN 20-1171923 | Direct payment from the plan; Trustee... | $40,000 |
PRAIRIE CAPITAL ADVISORS2 years Service code 11 · EIN 36-4072641 | Actuarial | $32,250 |
FINDLEY2 years Service code 15 · EIN 34-1213174 | Recordkeeping | $18,834 |
Filed as: PRINCIPAL FINANCIAL GROUP Service code 13 · EIN 42-0127290 | Contract Administrator | $11,269 |
MCM CPAS & ADVISORS LLP1 year Service code 10 · EIN 61-1210177 | Accounting | $10,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,453 | $67,512-50.4% | $185,823-82.0% | $93,030-64.0% |
| Participation rate | 77.9% | 67.1%+10.7pp | 81.7%-3.8pp | 73.9%+4.0pp |
| Annual return | 21.55% | 21.04%+0.5pp | 122.05%-100.5pp | 158.70%-137.2pp |
| Employer contribution / active EE | $1,758 | $1,783-1.4% | $5,167-66.0% | $2,706-35.0% |
| Participant deferral / active EE | $0 | $3,035-100.0% | $5,568-100.0% | $4,562-100.0% |
| Admin fee / account holder | $69 | $318-78.3% | $16,237-99.6% | $152-54.6% |