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 |
|---|---|---|
QCI ASSET MANAGEMENT4+ years Filed as: QCI ASSET MANAGEMENT, INC. Service code 26 · EIN 16-1045618 | Advisory (Participants) | $141,922 |
GROGAN & STUFFLEBEAM, CPAS LLP4+ years Service code 10 · EIN 20-0389490 | Accounting | $16,000 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB Service code 19 · EIN 94-1737782 | Securities Custodian | $9,471 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,850 | $55,449+218.9% | $83,848+110.9% | $56,287+214.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -2.43% | -1.38%-1.1pp | 850.88%-853.3pp | -9.96%+7.5pp |
| Employer contribution / active EE | $15,802 | $2,430+550.2% | $3,631+335.2% | $2,111+648.5% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $950 | $656+44.8% | $5,478-82.7% | $521+82.4% |