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 COMPANY6+ years Service code 19 · EIN 48-1971558 | Securities Custodian | $51,363 |
ALLEN, GIBBS & HOULIK, L.C.6+ years Filed as: ALLEN GIBBS & HOULIK Service code 15 · EIN 48-1032601 | Recordkeeping | $35,217 |
FCI ADVISORS5+ years Service code 27 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $14,538 |
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 | $112,686 | $100,801+11.8% | $149,696-24.7% | $73,409+53.5% |
| Participation rate | 91.4% | 77.7%+13.7pp | 82.5%+8.9pp | 72.2%+19.2pp |
| Annual return | 18.08% | 265.34%-247.3pp | 276.60%-258.5pp | 59.29%-41.2pp |
| Employer contribution / active EE | $4,171 | $3,312+25.9% | $4,644-10.2% | $2,234+86.7% |
| Participant deferral / active EE | $6,995 | $6,404+9.2% | $6,842+2.2% | $3,805+83.8% |
| Admin fee / account holder | $312 | $181+72.4% | $9,309-96.7% | $158+97.4% |