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 GROUP4 years Filed as: FIDUCIARY CONSULTING GROUP, INC. Service code 12 · EIN 20-2807852 | Direct payment from the plan; Plan Ad... | $17,050 |
AMERITAS LIFE INSURANCE CORP2 years Filed as: AMERITAS RETIREMENT SERVICES, INC. Service code 12 · EIN 47-0098400 5900 O STREET · LINCOLN, NE 68510 | Claims processing; Contract Administr... | $9,378 |
MCKNIGHT ADVISORY GROUP5 years Service code 26 · EIN 62-1422262 1800 S RUTHERFORD BLVD, SUITE 202 · MURFREESBORO, TN 37130 | Advisory (Participants) | $8,974 |
CHARLES SCHWAB & CO., INC.4 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $2,429 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,987 | $69,763-39.8% | $67,502-37.8% | $74,495-43.6% |
| Participation rate | 81.8% | 71.4%+10.4pp | 72.9%+8.9pp | 67.2%+14.6pp |
| Annual return | 13.15% | -40.34%+53.5pp | 3512.12%-3499.0pp | 1364.94%-1351.8pp |
| Employer contribution / active EE | $2,091 | $2,704-22.7% | $2,731-23.4% | $2,623-20.3% |
| Participant deferral / active EE | $2,775 | $3,636-23.7% | $4,000-30.6% | $4,346-36.1% |
| Admin fee / account holder | $323 | $896-63.9% | $3,998-91.9% | $1,942-83.3% |