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) | $25,478 |
FIDUCIARY CONSULTING GROUP3 years Filed as: FIDUCIARY CONSULTING GROUP, INC Service code 14 · EIN 20-2807852 | Plan Administrator | $25,478 |
AMERITAS LIFE INSURANCE CORP2 years Service code 12 · EIN 47-0098400 | Recordkeeping fees; Other fees; Parti... | $12,672 |
KERBER, ECK & BRAECKEL LLP4 years Service code 10 · EIN 43-0352985 | Accounting | $10,950 |
CHARLES SCHWAB & CO., INC.6 years Filed as: CHARLES SCHWAB BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $5,048 |
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 | $146,370 | $122,239+19.7% | $184,203-20.5% | $74,495+96.5% |
| Participation rate | 95.2% | 85.5%+9.8pp | 86.8%+8.4pp | 67.2%+28.0pp |
| Annual return | 12.33% | 19.95%-7.6pp | 28.81%-16.5pp | 1364.94%-1352.6pp |
| Employer contribution / active EE | $3,408 | $4,537-24.9% | $6,427-47.0% | $2,623+29.9% |
| Participant deferral / active EE | $7,250 | $7,139+1.6% | $9,131-20.6% | $4,346+66.8% |
| Admin fee / account holder | $653 | $1,260-48.2% | $13,901-95.3% | $1,942-66.4% |