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 |
|---|---|---|
FIDUCIARY CONSULTING GROUP2 years Filed as: FIDUCIARY CONSULTING GROUP, INC Service code 12 · EIN 20-2807852 | Named fiduciary; Participant loan pro... | $32,600 |
Service code 26 · EIN 47-3007441 | Advisory (Participants) | $19,010 |
Service code 12 · EIN 47-0098400 | Foreign entity (e.g., an agent or bro... | $14,828 |
LEE CPA AUDIT GROUP1 year Service code 10 · EIN 81-4637885 | Accounting | $6,500 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,849 |
Service code 19 | Securities Custodian | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,213 | $76,670-29.3% | $96,683-43.9% | $71,457-24.1% |
| Participation rate | 74.4% | 66.6%+7.9pp | 74.3%+0.1pp | 67.9%+6.5pp |
| Annual return | 22.40% | 48.29%-25.9pp | 35.69%-13.3pp | 28.85%-6.4pp |
| Employer contribution / active EE | $2,559 | $3,031-15.6% | $3,737-31.5% | $2,588-1.1% |
| Participant deferral / active EE | $2,757 | $3,771-26.9% | $4,878-43.5% | $4,289-35.7% |
| Admin fee / account holder | $378 | $2,028-81.4% | $6,730-94.4% | $1,587-76.2% |