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 |
|---|---|---|
Filed as: SILVER OAK SECURITIES, INC. Service code 26 · EIN 62-1765234 | Advisory (Participants) | $22,358 |
FIDUCIARY CONSULTING GROUP5 years Filed as: FIDUCIARY CONSULTING GROUP, INC. Service code 12 · EIN 20-2807852 | Plan Administrator; Other services; C... | $21,126 |
Service code 12 · EIN 47-0098400 | Contract Administrator; Consulting (p... | $15,670 |
CHARLES SCHWAB & CO., INC.5 years Filed as: CHARLES SCHWAB TRUST BANK Service code 19 · EIN 82-3967259 | Securities Custodian | $3,836 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,552 | $67,984-31.5% | $65,493-28.9% | $74,304-37.3% |
| Participation rate | 79.1% | 66.3%+12.8pp | 73.1%+6.0pp | 60.3%+18.8pp |
| Annual return | 11.03% | 19.87%-8.8pp | 982.45%-971.4pp | 29.43%-18.4pp |
| Employer contribution / active EE | $2,247 | $2,491-9.8% | $2,574-12.7% | $2,241+0.3% |
| Participant deferral / active EE | $2,832 | $3,346-15.4% | $3,961-28.5% | $3,767-24.8% |
| Admin fee / account holder | $478 | $1,373-65.2% | $5,028-90.5% | $2,969-83.9% |