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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 16-1450952 | Recordkeeping | $34,204 |
VICUS CAPITAL1 year Filed as: VICUS FINANCIAL ADVISORS, LLC Service code 27 8025 BONHOMME AVENUE · ST. LOUIS, MO 63105 | Advisory (Plan) | $26,394 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $8,192 |
CHARLES SCHWAB & CO., INC.3 years Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $100,357 | $104,475-3.9% | $159,436-37.1% | $79,386+26.4% |
| Participation rate | 100.0% | 76.6%+23.4pp | 82.8%+17.2pp | 70.7%+29.3pp |
| Annual return | 15.12% | 67.95%-52.8pp | 263.57%-248.5pp | 116.85%-101.7pp |
| Employer contribution / active EE | $465 | $3,417-86.4% | $4,829-90.4% | $2,427-80.8% |
| Participant deferral / active EE | $7,815 | $6,467+20.8% | $7,352+6.3% | $4,046+93.2% |
| Admin fee / account holder | $322 | $711-54.7% | $10,799-97.0% | $626-48.5% |