See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
BCGM WEALTH MANAGEMENT LLC5 years Service code 27 · EIN 84-3549316 | Advisory (Plan) | $58,701 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$7,264 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,157 | $72,994+13.9% | $120,354-30.9% | $77,643+7.1% |
| Participation rate | 78.9% | 55.2%+23.7pp | 71.9%+7.0pp | 70.6%+8.4pp |
| Annual return | 13.95% | 18.23%-4.3pp | 107.15%-93.2pp | 31.24%-17.3pp |
| Employer contribution / active EE | $2,351 | $1,793+31.1% | $3,463-32.1% | $2,726-13.8% |
| Participant deferral / active EE | $4,585 | $3,011+52.3% | $4,991-8.1% | $4,647-1.3% |
| Admin fee / account holder | $66 | $658-90.0% | $9,423-99.3% | $430-84.8% |