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 5-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 |
|---|---|---|
Filed as: FIDUCIARY CONSULTING GROUP, INC Service code 12 · EIN 20-2807852 | Claims processing; Other fees; Partic... | $20,195 |
RIDGELINE FINANCIAL PARTNERS2 years Service code 26 · EIN 47-3007441 | Advisory (Participants) | $11,168 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Direct payment from the plan; Partici... | $9,757 |
Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,403 |
Filed as: CHARLES SCHWAB TRUST BANK Service code 19 | Securities Custodian | $0 |
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 | $50,461 | $64,119-21.3% | $112,228-55.0% | $66,914-24.6% |
| Participation rate | 72.9% | 68.5%+4.4pp | 75.1%-2.2pp | 69.8%+3.1pp |
| Annual return | 31.74% | -13.81%+45.5pp | 27.45%+4.3pp | 1.58%+30.2pp |
| Employer contribution / active EE | $1,664 | $3,005-44.6% | $3,635-54.2% | $2,544-34.6% |
| Participant deferral / active EE | $2,555 | $3,693-30.8% | $4,728-46.0% | $4,237-39.7% |
| Admin fee / account holder | $265 | $625-57.6% | $6,410-95.9% | $593-55.3% |