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 COMPANY9+ years Service code 19 · EIN 48-1971558 | Securities Custodian | $51,060 |
ALLEN, GIBBS & HOULIK, L.C.9+ years Filed as: ALLEN GIBBS & HOULIK Service code 15 · EIN 48-1032601 | Recordkeeping | $30,214 |
FCI ADVISORS8+ years Service code 27 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,327 |
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 | $111,284 | $95,274+16.8% | $135,903-18.1% | $74,419+49.5% |
| Participation rate | 88.6% | 78.2%+10.4pp | 81.9%+6.7pp | 70.7%+17.9pp |
| Annual return | 18.04% | 32.77%-14.7pp | 68.23%-50.2pp | 34.38%-16.3pp |
| Employer contribution / active EE | $3,974 | $3,874+2.6% | $4,856-18.2% | $2,637+50.7% |
| Participant deferral / active EE | $7,761 | $7,782-0.3% | $7,7580% | $4,528+71.4% |
| Admin fee / account holder | $251 | $266-5.6% | $10,762-97.7% | $348-27.8% |