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 |
|---|---|---|
PFG1 year Service code 34 · EIN 42-1520346 | Valuation (appraisals, etc.); Direct ... | $65,731 |
PRAIRIE CAPITAL ADVISORS1 year Filed as: PRAIRIE CAPITAL ADVISORS, INC Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $46,650 |
Filed as: CORNERSTONE Service code 24 · EIN 20-2967059 | Discretionary Trustee | $35,000 |
MOSS ADAMS LLP3 years Filed as: MOSS ADAMS Service code 10 · EIN 91-0189318 | Accounting | $33,645 |
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 | $77,400 | $82,202-5.8% | $125,339-38.2% | $64,808+19.4% |
| Participation rate | 96.8% | 77.9%+18.9pp | 82.4%+14.4pp | 71.5%+25.3pp |
| Annual return | 1.36% | 3.48%-2.1pp | 572.05%-570.7pp | 32.82%-31.5pp |
| Employer contribution / active EE | $7,192 | $3,615+98.9% | $4,814+49.4% | $2,506+187.0% |
| Participant deferral / active EE | $0 | $7,175-100.0% | $7,446-100.0% | $4,310-100.0% |
| Admin fee / account holder | $356 | $163+118.3% | $10,010-96.4% | $188+89.8% |