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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Claims processing; Account maintenanc... | $145,085 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $95,338 |
Filed as: HUSELTON, MORGAN & MAULTSBY Service code 10 · EIN 75-2409112 | Accounting | $13,751 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB & CO, INC. Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $0 |
NATIONAL FINANCIAL SERVICES8+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,532 | $72,254+18.4% | $86,677-1.3% | $64,808+32.0% |
| Participation rate | 95.7% | 80.4%+15.3pp | 76.6%+19.1pp | 71.5%+24.2pp |
| Annual return | -18.56% | 392.42%-411.0pp | 35.91%-54.5pp | 32.82%-51.4pp |
| Employer contribution / active EE | $2,426 | $2,393+1.4% | $2,836-14.5% | $2,506-3.2% |
| Participant deferral / active EE | $9,702 | $4,658+108.3% | $4,656+108.4% | $4,310+125.1% |
| Admin fee / account holder | $236 | $174+35.7% | $7,493-96.9% | $188+25.7% |