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 |
|---|---|---|
Service code 26 · EIN 27-4418309 | Advisory (Participants) | $21,759 |
FIDUCIARY CONSULTING GROUP2 years Filed as: FIDUCIARY CONSULTING GROUP, INC Service code 14 · EIN 20-2807852 | Plan Administrator | $21,759 |
Service code 12 · EIN 47-0098400 | Claims processing; Participant loan p... | $13,517 |
KERBER, ECK & BRAECKEL LLP3 years Service code 10 · EIN 43-0352985 | Accounting | $10,350 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $4,651 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,015 | $125,758+5.0% | $169,993-22.3% | $75,163+75.6% |
| Participation rate | 94.9% | 83.6%+11.3pp | 87.0%+7.9pp | 67.2%+27.7pp |
| Annual return | 20.26% | 27.20%-6.9pp | 53.37%-33.1pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,536 | $4,615-23.4% | $6,785-47.9% | $2,670+32.4% |
| Participant deferral / active EE | $7,210 | $6,837+5.5% | $10,408-30.7% | $4,125+74.8% |
| Admin fee / account holder | $600 | $8,173-92.7% | $12,815-95.3% | $5,651-89.4% |