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 COMPANY9+ years Service code 27 · EIN 36-3118054 801 WARRENVILLE RD · LISLE, IL 60532 | Advisory (Plan) | $34,704 |
Filed as: TRANSITION FINANCE STRATEGIES Service code 13 · EIN 13-4238973 154 HANSEN ROAD · CHARLOTTESVILLE, VA 22911 | Contract Administrator | $16,022 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,213 | $125,758+34.6% | $169,993-0.5% | $75,163+125.1% |
| Participation rate | 98.8% | 83.6%+15.2pp | 87.0%+11.8pp | 67.2%+31.6pp |
| Annual return | 6.43% | 27.20%-20.8pp | 53.37%-46.9pp | 160.62%-154.2pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $0 | $6,837-100.0% | $10,408-100.0% | $4,125-100.0% |
| Admin fee / account holder | $453 | $8,173-94.5% | $12,815-96.5% | $5,651-92.0% |