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 |
|---|---|---|
GREATBANC TRUST COMPANY1 year Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $32,737 |
PRAIRIE CAPITAL ADVISORS2 years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $29,625 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,806 | $43,504+35.2% | $68,793-14.5% | $56,287+4.5% |
| Participation rate | 94.9% | 67.8%+27.1pp | 72.2%+22.7pp | 69.9%+25.1pp |
| Annual return | 2.69% | -3.15%+5.8pp | -4.63%+7.3pp | -9.96%+12.6pp |
| Employer contribution / active EE | $634 | $1,525-58.4% | $2,625-75.8% | $2,111-69.9% |
| Participant deferral / active EE | $0 | $2,509-100.0% | $3,311-100.0% | $3,350-100.0% |
| Admin fee / account holder | $532 | $515+3.4% | $5,131-89.6% | $521+2.2% |