See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP2 years Filed as: EIDE BAILLEY ADVISORS LLC Service code 26 · EIN 41-1980123 | Advisory (Participants) | $22,923 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,889 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,709 | $49,451+77.4% | $79,550+10.3% | $66,914+31.1% |
| Participation rate | 38.7% | 61.3%-22.6pp | 69.5%-30.8pp | 69.8%-31.1pp |
| Annual return | -16.19% | 84.25%-100.4pp | 0.16%-16.4pp | 1.58%-17.8pp |
| Employer contribution / active EE | $776 | $1,266-38.7% | $2,413-67.8% | $2,544-69.5% |
| Participant deferral / active EE | $1,676 | $3,159-47.0% | $3,985-58.0% | $4,237-60.5% |
| Admin fee / account holder | $587 | $595-1.3% | $6,832-91.4% | $593-1.1% |