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+ years Service code 27 · EIN 36-3118054 801 WARRENVILLE RD · LISLE, IL 60532 | Advisory (Plan) | $51,565 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $11,186 |
VINING SPARKS1+ years Service code 34 775 RIDGELAKE BLVD · MEMPHIS, TN 38120 | Valuation (appraisals, etc.) | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $305,694 | $70,667+332.6% | $123,104+148.3% | $52,331+484.2% |
| Participation rate | 98.1% | 83.7%+14.4pp | 86.8%+11.3pp | 68.1%+30.0pp |
| Annual return | 7.02% | 6.23%+0.8pp | 13.22%-6.2pp | 4.54%+2.5pp |
| Employer contribution / active EE | $2,381 | $2,946-19.2% | $5,151-53.8% | $1,882+26.5% |
| Participant deferral / active EE | $0 | $4,493-100.0% | $6,230-100.0% | $3,022-100.0% |
| Admin fee / account holder | $549 | $506+8.4% | $9,015-93.9% | $592-7.2% |