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.
| Provider | Service type | Compensation |
|---|---|---|
THE INVESTMENT CENTER INC1+ years Filed as: THE INVESTMENT CENTER, INC. Service code 26 | Advisory (Participants) | $270,941 |
RPG CONSULTANTS1+ years Service code 15 · EIN 13-4077182 1245 HEWLETT PLAZA · HEWLETT, NY 11557 | Recordkeeping | $160,564 |
QBOX FIDUCIARY SOLUTIONS, LLC1+ years Service code 31 · EIN 46-2486380 1020 EAST DUPONT ROAD · FORT WAYNE, IN 46825 | Named fiduciary | $30,009 |
LT TRUST COMPANY1+ years Filed as: MG TRUST COMPANY Service code 18 · EIN 75-3182674 717 17TH STREET · DENVER, CO 80202 | Custodial (other than securities); Cu... | $29,434 |
AUSTIN 3(16) FIDUCIARY LIMITED1+ years Service code 31 · EIN 46-2981114 119 ELAINE DRIVE · OCEANSIDE, NY 11572 | Named fiduciary | $16,606 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $59,200 | $105,179-43.7% | $64,056-7.6% | $80,160-26.1% |
| Participation rate | 63.7% | 73.5%-9.9pp | 72.3%-8.6pp | 72.9%-9.3pp |
| Annual return | 20.26% | 20.34%-0.1pp | 33.69%-13.4pp | 40.38%-20.1pp |
| Employer contribution / active EE | $258 | $3,311-92.2% | $2,747-90.6% | $2,978-91.3% |
| Participant deferral / active EE | $6,884 | $4,020+71.2% | $3,880+77.4% | $5,017+37.2% |
| Admin fee / account holder | $463 | $113+308.9% | $3,068-84.9% | $145+219.5% |