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 COMPANY7+ years Service code 19 · EIN 48-1971558 | Securities Custodian | $50,000 |
ALLEN, GIBBS & HOULIK, L.C.7+ years Filed as: ALLEN GIBBS & HOULIK Service code 15 · EIN 48-1032601 | Recordkeeping | $31,046 |
FCI ADVISORS6+ years Service code 27 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $17,463 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,232 | $104,317+8.5% | $159,436-29.0% | $86,799+30.5% |
| Participation rate | 100.0% | 77.7%+22.3pp | 82.8%+17.2pp | 72.3%+27.7pp |
| Annual return | 15.48% | 26.32%-10.8pp | 263.57%-248.1pp | 97.91%-82.4pp |
| Employer contribution / active EE | $7,473 | $3,451+116.6% | $4,829+54.7% | $2,405+210.7% |
| Participant deferral / active EE | $7,840 | $6,837+14.7% | $7,352+6.6% | $4,131+89.8% |
| Admin fee / account holder | $261 | $172+51.6% | $10,799-97.6% | $170+54.0% |