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 COMPANY11+ years Service code 19 · EIN 48-1971558 | Securities Custodian | $50,000 |
ALLEN, GIBBS & HOULIK, L.C.11+ years Filed as: ALLEN GIBBS & HOULIK Service code 15 · EIN 48-1032601 | Recordkeeping | $35,425 |
FCI ADVISORS10+ years Service code 27 5901 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,103 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,757 | $119,446+9.5% | $150,045-12.9% | $85,563+52.8% |
| Participation rate | 81.5% | 75.4%+6.1pp | 82.3%-0.8pp | 66.0%+15.5pp |
| Annual return | 14.74% | 23.72%-9.0pp | 62.55%-47.8pp | 31.51%-16.8pp |
| Employer contribution / active EE | $4,223 | $4,078+3.6% | $4,693-10.0% | $2,654+59.2% |
| Participant deferral / active EE | $8,085 | $7,985+1.3% | $7,997+1.1% | $4,375+84.8% |
| Admin fee / account holder | $209 | $548-61.8% | $13,435-98.4% | $834-74.9% |