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 9-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 |
|---|---|---|
GREATBANC TRUST COMPANY7 years Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $115,296 |
Filed as: PRINCIPAL Service code 15 · EIN 42-0127290 | Recordkeeping | $50,981 |
THE BVA GROUP9+ years Filed as: BVA Service code 34 · EIN 06-1762342 | Valuation (appraisals, etc.); Direct ... | $34,484 |
RSM US LLP9+ years Filed as: RSM Service code 10 · EIN 42-0714325 | Accounting | $23,525 |
NYEMASTER GOOD P.C.2 years Filed as: NYEMASTER Service code 29 · EIN 42-1154516 | Legal | $8,071 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $533,275 | $119,446+346.5% | $150,045+255.4% | $85,563+523.3% |
| Participation rate | 99.8% | 75.4%+24.3pp | 82.3%+17.5pp | 66.0%+33.8pp |
| Annual return | 18.01% | 23.72%-5.7pp | 62.55%-44.5pp | 31.51%-13.5pp |
| Employer contribution / active EE | $9,870 | $4,078+142.0% | $4,693+110.3% | $2,654+272.0% |
| Participant deferral / active EE | $0 | $7,985-100.0% | $7,997-100.0% | $4,375-100.0% |
| Admin fee / account holder | $249 | $548-54.6% | $13,435-98.1% | $834-70.2% |