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 3-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 |
|---|---|---|
POLSINELLI2 years Filed as: POLSINELLI PC Service code 29 · EIN 43-1066426 | Legal | $30,823 |
VENTURA1 year Filed as: VENTURA ESOP FIDUCIARY SERVICES LLC Service code 21 · EIN 82-2898965 | Bank Trustee | $26,578 |
PRAIRIE CAPITAL ADVISORS3+ years Filed as: PRAIRIE CAPITAL Service code 34 · EIN 36-4072641 | Other fees; Valuation (appraisals, etc.) | $25,050 |
BAKER TILLY US, LLP1 year Filed as: BAKERTILLY Service code 10 6565 AMERICA'S PARKWAY NE · ALBUQUERQUE, NM 87110 | Accounting | $17,000 |
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 | $245,419 | $101,317+142.2% | $146,958+67.0% | $74,495+229.4% |
| Participation rate | 98.5% | 75.5%+23.0pp | 82.2%+16.3pp | 67.2%+31.3pp |
| Annual return | -2.14% | 8730.91%-8733.0pp | 418.34%-420.5pp | 1364.94%-1367.1pp |
| Employer contribution / active EE | $12,129 | $3,810+218.3% | $4,933+145.9% | $2,623+362.4% |
| Participant deferral / active EE | $0 | $7,303-100.0% | $8,070-100.0% | $4,346-100.0% |
| Admin fee / account holder | $786 | $1,739-54.8% | $12,998-93.9% | $1,942-59.5% |