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 |
|---|---|---|
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL ADVISORS, INC. Service code 34 · EIN 26-1262407 | Valuation (appraisals, etc.); Direct ... | $20,169 |
DALE CLARK1 year Filed as: DALE STEVENS ESOP TRUSTEE Service code 20 200 NORTH MULLAN ROAD, SUITE 216 · SPOKANE VALLEY, WA 992062865 | Direct payment from the plan; Trustee... | $12,000 |
ASCENSUS LLC1 year Filed as: ASCENSUS Service code 19 · EIN 59-2386168 | Securities Custodian | $8,640 |
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 | $95,339 | $81,460+17.0% | $103,333-7.7% | $80,856+17.9% |
| Participation rate | 92.4% | 66.8%+25.6pp | 74.5%+17.9pp | 67.6%+24.8pp |
| Annual return | -2.48% | 25.55%-28.0pp | 24.88%-27.4pp | 35.59%-38.1pp |
| Employer contribution / active EE | $2,008 | $3,105-35.3% | $3,868-48.1% | $2,755-27.1% |
| Participant deferral / active EE | $0 | $3,869-100.0% | $5,057-100.0% | $4,296-100.0% |
| Admin fee / account holder | $757 | $6,566-88.5% | $8,355-90.9% | $6,918-89.1% |