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 |
|---|---|---|
SILVERSTONE ASSET MANAGEMENT INC6+ years Filed as: SILVERSTONE ASSET MANAGEMENT Service code 27 11516 MIRACLE HILLS DR STE 100 · OMAHA, NE 68154 | Advisory (Plan) | $32,244 |
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD, CO 80111 | Recordkeeping Fees | $32,151 |
GOLDLEAF PARTNERS6+ years Service code 13 · EIN 45-0514557 8009 34TH AVENUE SOUTH, SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $18,093 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,914 | $52,293-6.5% | $178,490-72.6% | $73,409-33.4% |
| Participation rate | 95.7% | 65.3%+30.3pp | 81.9%+13.7pp | 72.2%+23.5pp |
| Annual return | 13.67% | 34.75%-21.1pp | 151.07%-137.4pp | 59.29%-45.6pp |
| Employer contribution / active EE | $1,816 | $1,735+4.6% | $5,011-63.8% | $2,234-18.7% |
| Participant deferral / active EE | $3,011 | $2,332+29.1% | $5,202-42.1% | $3,805-20.9% |
| Admin fee / account holder | $348 | $127+173.7% | $13,984-97.5% | $158+120.7% |