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 MANAGEMENT3 years Service code 19 · EIN 73-1590280 | Securities Custodian | $44,864 |
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 | $34,528 | $77,314-55.3% | $177,989-80.6% | $80,856-57.3% |
| Participation rate | 84.1% | 65.7%+18.4pp | 77.1%+7.0pp | 67.6%+16.5pp |
| Annual return | 14.64% | 18.09%-3.4pp | 294.48%-279.8pp | 35.59%-21.0pp |
| Employer contribution / active EE | $3,862 | $2,292+68.5% | $3,949-2.2% | $2,755+40.2% |
| Participant deferral / active EE | $5,851 | $4,411+32.7% | $6,276-6.8% | $4,296+36.2% |
| Admin fee / account holder | $379 | $7,191-94.7% | $10,363-96.3% | $6,918-94.5% |