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 10-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; Plan Administrator... | $25,523 |
TROXELL FINANCIAL1 year Service code 26 · EIN 27-4418309 | Advisory (Participants) | $25,523 |
Filed as: AMERITAS Service code 12 · EIN 47-0098400 | Account maintenance fees; Recordkeepi... | $12,762 |
KERBER, ECK & BRAECKEL LLP2 years Service code 10 · EIN 43-0352985 | Accounting | $9,850 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,422 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,105 | $110,094+21.8% | $151,611-11.5% | $68,494+95.8% |
| Participation rate | 96.9% | 84.0%+12.9pp | 87.5%+9.4pp | 67.9%+29.0pp |
| Annual return | -19.85% | -10.12%-9.7pp | 3.33%-23.2pp | -7.84%-12.0pp |
| Employer contribution / active EE | $2,970 | $4,471-33.6% | $6,166-51.8% | $2,596+14.4% |
| Participant deferral / active EE | $6,473 | $6,527-0.8% | $8,363-22.6% | $4,027+60.7% |
| Admin fee / account holder | $706 | $7,719-90.9% | $11,616-93.9% | $5,403-86.9% |