Filed February 11, 2025
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 7-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 |
|---|---|---|
PRAIRIE CAPITAL ADVISORS2 years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Valuation (appraisals, etc.) | $44,500 |
RSM US LLP1 year Service code 10 · EIN 42-0714325 | Accounting | $17,000 |
NEWPORT GROUP, INC.2 years Filed as: NEWPORT GROUP Service code 15 · EIN 45-2164254 | Recordkeeping | $9,000 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,325 | $89,652+61.0% | $141,162+2.2% | $65,185+121.4% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 12.81% | 32.79%-20.0pp | 71.39%-58.6pp | 29.38%-16.6pp |
| Employer contribution / active EE | $814 | $3,065-73.5% | $4,735-82.8% | $2,177-62.6% |
| Participant deferral / active EE | $0 | $5,691-100.0% | $6,709-100.0% | $3,514-100.0% |
| Admin fee / account holder | $538 | $569-5.4% | $10,261-94.8% | $847-36.5% |