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 |
|---|---|---|
PFG2 years Service code 15 · EIN 42-1520346 | Recordkeeping | $67,274 |
PRAIRIE CAPITAL ADVISORS2 years Filed as: PRAIRIE CAPITAL ADVISORS, INC Service code 34 · EIN 36-4072641 | Direct payment from the plan; Valuati... | $45,082 |
CORNERSTONE CPA GROUP3 years Filed as: CORNERSTONE FIDUCIARY SERVICES Service code 21 302 E HIGHWAY 62 #183 806-591-1001 · WOLFFORTH, TX 79382 | Bank Trustee | $41,160 |
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 | $79,612 | $95,274-16.4% | $135,903-41.4% | $74,419+7.0% |
| Participation rate | 96.7% | 78.2%+18.5pp | 81.9%+14.7pp | 70.7%+25.9pp |
| Annual return | 7.00% | 32.77%-25.8pp | 68.23%-61.2pp | 34.38%-27.4pp |
| Employer contribution / active EE | $4,714 | $3,874+21.7% | $4,856-2.9% | $2,637+78.7% |
| Participant deferral / active EE | $0 | $7,782-100.0% | $7,758-100.0% | $4,528-100.0% |
| Admin fee / account holder | $282 | $266+5.9% | $10,762-97.4% | $348-19.0% |