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 COMPANY10+ years Service code 19 · EIN 48-1971558 | Securities Custodian | $45,833 |
ALLEN, GIBBS & HOULIK, L.C.10+ years Filed as: ALLEN GIBBS & HOULIK Service code 15 · EIN 48-1032601 | Recordkeeping | $34,101 |
FCI ADVISORS9+ years Service code 27 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $18,648 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,770 | $106,028+15.8% | $146,958-16.5% | $77,643+58.1% |
| Participation rate | 86.7% | 78.4%+8.3pp | 82.2%+4.5pp | 70.6%+16.1pp |
| Annual return | 16.14% | 56.73%-40.6pp | 418.34%-402.2pp | 31.24%-15.1pp |
| Employer contribution / active EE | $3,999 | $4,063-1.6% | $4,933-18.9% | $2,726+46.7% |
| Participant deferral / active EE | $7,936 | $7,990-0.7% | $8,070-1.7% | $4,647+70.8% |
| Admin fee / account holder | $234 | $337-30.8% | $12,998-98.2% | $430-45.7% |