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 |
|---|---|---|
FIRST PREMIER BANK2 years Service code 21 6010 SOUTH MINNESOTA AVE · SIOUX FALLS, SD 571012640 | Bank Trustee | $42,726 |
ACCLARO VALUATION ADVISORS2 years Service code 34 444 REGENCY PARKWAY DR · OMAHA, NE 68114 | Valuation (appraisals, etc.) | $11,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,606 | $64,707-23.3% | $112,228-55.8% | $68,494-27.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -9.25% | -11.40%+2.2pp | 27.45%-36.7pp | -7.84%-1.4pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,635-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $3,565-100.0% | $4,728-100.0% | $4,027-100.0% |
| Admin fee / account holder | $389 | $5,232-92.6% | $6,410-93.9% | $5,403-92.8% |