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 |
|---|---|---|
EIDE BAILLY LLP2 years Filed as: EIDE BAILLY LLP. Service code 10 999 W RIVERSIDE AVE · SPOKANE, WA 99201 | Accounting | $23,964 |
THE VANGUARD GROUP, INC.6 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,448 |
Filed as: GALLAGHER FIDUCIARY ADVISORS Service code 27 PO BOX 71396 · CHICAGO, IL 60694 | Advisory (Plan) | $10,312 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,168 | $24,730+592.2% | $66,042+159.2% | $84,808+101.8% |
| Participation rate | 99.0% | 68.1%+30.9pp | 67.5%+31.5pp | 68.3%+30.7pp |
| Annual return | 5.76% | 79.55%-73.8pp | 52.11%-46.3pp | 40.90%-35.1pp |
| Employer contribution / active EE | $14,140 | $857+1550.6% | $1,579+795.4% | $2,631+437.4% |
| Participant deferral / active EE | $7,047 | $1,737+305.7% | $2,835+148.5% | $4,212+67.3% |
| Admin fee / account holder | $369 | $3,014-87.8% | $5,747-93.6% | $7,344-95.0% |