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.
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Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY CONSULTING GROUP2 years Filed as: FIDUCIARY CONSULTING GROUP, INC. Service code 12 · EIN 20-2807852 | Claims processing; Direct payment fro... | $13,213 |
BLUESTAR RETIREMENT SERVICES2 years Filed as: BLUESTAR RETIREMENT SERVICES, INC. Service code 12 · EIN 59-3092339 822 A1A N., SUITE 211 · PONTE VEDRA BEACH, FL 32082 | Direct payment from the plan; Consult... | $12,410 |
MCKNIGHT ADVISORY GROUP3 years Service code 26 · EIN 62-1422262 1800 S RUTHERFORD BLVD, SUITE 202 · MURFREESBORO, TN 37130 | Advisory (Participants) | $9,438 |
CREATIVE PLANNING LLC1 year Filed as: IRON FIDUCIARY, CREATIVE PLANNING Service code 28 · EIN 43-1270780 | Investment Management | $3,775 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,181 | $60,989-34.1% | $60,874-34.0% | $66,914-40.0% |
| Participation rate | 68.2% | 74.5%-6.3pp | 73.1%-4.9pp | 69.8%-1.6pp |
| Annual return | -6.69% | -9.60%+2.9pp | 16.90%-23.6pp | 1.58%-8.3pp |
| Employer contribution / active EE | $1,609 | $2,661-39.5% | $2,701-40.5% | $2,544-36.8% |
| Participant deferral / active EE | $2,329 | $3,615-35.6% | $3,817-39.0% | $4,237-45.0% |
| Admin fee / account holder | $425 | $338+25.6% | $3,224-86.8% | $593-28.4% |