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 |
|---|---|---|
FIDUCIARY CONSULTING GROUP3 years Filed as: FIDUCIARY CONSULTING GROUP, INC. Service code 12 · EIN 20-2807852 | Direct payment from the plan; Plan Ad... | $13,425 |
Filed as: AMERITAS RETIREMENT SERVICES, INC. Service code 12 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68510 | Consulting (pension); Contract Admini... | $10,751 |
MCKNIGHT ADVISORY GROUP4 years Service code 26 · EIN 62-1422262 1800 S RUTHERFORD BLVD, SUITE 202 · MURFREESBORO, TN 37130 | Advisory (Participants) | $9,590 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 43-1270780 | Investment Management | $3,836 |
CHARLES SCHWAB & CO., INC.3 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,832 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,740 | $65,557-40.9% | $64,056-39.5% | $71,457-45.8% |
| Participation rate | 77.2% | 73.2%+4.1pp | 72.3%+4.9pp | 67.9%+9.3pp |
| Annual return | 8.10% | 18.94%-10.8pp | 33.69%-25.6pp | 28.85%-20.7pp |
| Employer contribution / active EE | $2,135 | $2,669-20.0% | $2,747-22.3% | $2,588-17.5% |
| Participant deferral / active EE | $2,908 | $3,626-19.8% | $3,880-25.1% | $4,289-32.2% |
| Admin fee / account holder | $349 | $616-43.4% | $3,068-88.6% | $1,587-78.0% |