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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.
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| Provider | Service type | Compensation |
|---|---|---|
PRAIRIE CAPITAL ADVISORS2 years Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 18W140 BUTTERFIELD ROAD · OAKBROOK TERRACE, IL 60181 | Valuation (appraisals, etc.) | $27,350 |
WRIGHT FORD YOUNG & CO3 years Filed as: WRIGHT FORD YOUNG & CO. Service code 10 · EIN 95-3288054 | Accounting | $18,000 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 64 · EIN 13-4238973 154 HANSEN RD SUITE 102 · CHARLOTTESVILLE, VA 22911 | Recordkeeping Fees | $14,949 |
Service code 21 100 N. BARRANCA ST · WEST COVINA, CA 91791 | Bank Trustee | $12,034 |
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 | $58,676 | $107,846-45.6% | $119,609-50.9% | - |
| Participation rate | 100.0% | 78.0%+22.0pp | 79.3%+20.7pp | - |
| Annual return | -12.09% | -15.20%+3.1pp | -14.97%+2.9pp | - |
| Employer contribution / active EE | $0 | $2,838-100.0% | $4,232-100.0% | - |
| Participant deferral / active EE | $0 | $4,531-100.0% | $5,602-100.0% | - |
| Admin fee / account holder | $320 | $73,538-99.6% | $10,323-96.9% | - |