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 |
|---|---|---|
BENEFIT TRUST COMPANY5+ years Service code 19 · EIN 48-1971558 | Securities Custodian | $50,000 |
ALLEN, GIBBS & HOULIK, L.C.5+ years Filed as: ALLEN GIBBS & HOULIK Service code 15 · EIN 48-1032601 | Recordkeeping | $17,964 |
FCI ADVISORS4+ years Service code 27 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,277 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,399 | $88,122+6.0% | $141,162-33.8% | $67,579+38.2% |
| Participation rate | 91.6% | 76.5%+15.1pp | 82.5%+9.1pp | 71.3%+20.3pp |
| Annual return | 24.22% | 75.40%-51.2pp | 71.39%-47.2pp | 378.56%-354.3pp |
| Employer contribution / active EE | $4,041 | $3,224+25.3% | $4,735-14.7% | $2,148+88.1% |
| Participant deferral / active EE | $6,426 | $5,958+7.9% | $6,709-4.2% | $3,539+81.6% |
| Admin fee / account holder | $253 | $131+93.3% | $10,261-97.5% | $142+77.8% |