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 COMPANY8+ years Service code 19 · EIN 48-1971558 | Securities Custodian | $51,122 |
ALLEN, GIBBS & HOULIK, L.C.8+ years Filed as: ALLEN GIBBS & HOULIK Service code 15 · EIN 48-1032601 | Recordkeeping | $31,697 |
FCI ADVISORS7+ years Service code 27 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,952 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,638 | $82,202+17.6% | $125,339-22.9% | $64,808+49.1% |
| Participation rate | 91.3% | 77.9%+13.5pp | 82.4%+9.0pp | 71.5%+19.9pp |
| Annual return | -17.03% | 3.48%-20.5pp | 572.05%-589.1pp | 32.82%-49.8pp |
| Employer contribution / active EE | $3,973 | $3,615+9.9% | $4,814-17.5% | $2,506+58.5% |
| Participant deferral / active EE | $7,677 | $7,175+7.0% | $7,446+3.1% | $4,310+78.1% |
| Admin fee / account holder | $257 | $163+57.6% | $10,010-97.4% | $188+37.0% |