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 |
|---|---|---|
YELLOWSTONE PARTNERS4+ years Service code 27 · EIN 20-1470638 | Advisory (Plan) | $41,615 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,497 | $76,000-75.7% | $154,107-88.0% | $64,186-71.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.58% | 30.32%-33.9pp | 735.12%-738.7pp | 7.63%-11.2pp |
| Employer contribution / active EE | $3,137 | $3,351-6.4% | $5,298-40.8% | $2,381+31.8% |
| Participant deferral / active EE | $0 | $3,175-100.0% | $5,081-100.0% | $3,470-100.0% |
| Admin fee / account holder | $304 | $5,596-94.6% | $13,411-97.7% | $4,888-93.8% |