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 COMPANY3 years Filed as: GREATBANC Service code 21 · EIN 36-3681493 | Bank Trustee | $28,562 |
PRAIRIE CAPITAL ADVISORS4 years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $21,350 |
PLANTE & MORAN, PLLC1 year Filed as: PLANTE & MORAN Service code 10 · EIN 38-1357951 | Accounting | $12,100 |
Filed as: PRINCIPAL Service code 14 · EIN 42-0127290 | Plan Administrator | $10,615 |
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.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,162 | $54,590+35.9% | $81,930-9.5% | $73,488+0.9% |
| Participation rate | 95.4% | 68.3%+27.1pp | 72.0%+23.4pp | 70.7%+24.7pp |
| Annual return | 12.76% | 17.74%-5.0pp | 29.49%-16.7pp | 28.51%-15.7pp |
| Employer contribution / active EE | $644 | $1,636-60.6% | $4,310-85.1% | $2,270-71.6% |
| Participant deferral / active EE | $0 | $2,759-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $546 | $592-7.8% | $5,158-89.4% | $513+6.4% |