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 Service code 27 · EIN 36-3118054 801 WARRENVILLE RD · LISLE, IL 60532 | Advisory (Plan) | $46,634 |
Service code 29 90 SOUTH CASCADE AVENUE, SUITE 1100 · COLORADO SPRINGS, CO 809031662 | Legal | $31,334 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $17,485 |
VINING SPARKS3+ years Service code 34 775 RIDGELAKE BLVD · MEMPHIS, TN 38120 | Valuation (appraisals, etc.) | $8,000 |
Employer 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.
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 | $300,133 | $100,041+200.0% | $149,718+100.5% | $70,131+328.0% |
| Participation rate | 97.9% | 83.6%+14.3pp | 87.1%+10.8pp | 69.5%+28.4pp |
| Annual return | 15.28% | 27.43%-12.1pp | 1501.63%-1486.3pp | 73.14%-57.9pp |
| Employer contribution / active EE | $749 | $3,662-79.5% | $5,445-86.2% | $2,342-68.0% |
| Participant deferral / active EE | $0 | $4,983-100.0% | $6,569-100.0% | $3,332-100.0% |
| Admin fee / account holder | $856 | $8,286-89.7% | $11,283-92.4% | $4,645-81.6% |