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 9-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 |
|---|---|---|
INVESTRUST WEALTH MANAGEMENT2 years Service code 19 · EIN 73-1590280 | Securities Custodian | $34,177 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,866 | $70,669-52.1% | $169,368-80.0% | $75,163-54.9% |
| Participation rate | 80.6% | 64.8%+15.8pp | 77.1%+3.4pp | 67.2%+13.4pp |
| Annual return | 20.20% | 36.36%-16.2pp | 405.60%-385.4pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,905 | $2,211+76.7% | $4,013-2.7% | $2,670+46.3% |
| Participant deferral / active EE | $4,982 | $4,311+15.6% | $6,221-19.9% | $4,125+20.8% |
| Admin fee / account holder | $322 | $5,402-94.0% | $9,003-96.4% | $5,651-94.3% |