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 |
|---|---|---|
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 4310 17TH AVENUE SOUTH · FARGO, ND 581032545 | Accounting | $27,878 |
Filed as: TRANSITION FINANCIAL STRATEGIES LLC Service code 13 · EIN 13-4238973 154 HANSEN ROAD STE. 102 · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $18,088 |
FIRST PREMIER BANK4 years Service code 21 6010 SOUTH MINNESOTA AVE · SIOUX FALLS, SD 571012640 | Bank Trustee | $13,164 |
ACCLARO VALUATION ADVISORS4 years Service code 34 444 REGENCY PARKWAY DR · OMAHA, NE 68114 | Valuation (appraisals, etc.) | $13,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,143 | $81,460-29.9% | $103,333-44.7% | $80,856-29.3% |
| Participation rate | 97.8% | 66.8%+31.0pp | 74.5%+23.3pp | 67.6%+30.2pp |
| Annual return | -5.18% | 25.55%-30.7pp | 24.88%-30.1pp | 35.59%-40.8pp |
| Employer contribution / active EE | $5,343 | $3,105+72.1% | $3,868+38.1% | $2,755+93.9% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $586 | $6,566-91.1% | $8,355-93.0% | $6,918-91.5% |