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 |
|---|---|---|
FCG INVESTMENT COMPANY2 years Service code 26 · EIN 84-5006323 | Advisory (Participants) | $17,390 |
Service code 64 · EIN 01-0233346 | Recordkeeping Fees | $14,906 |
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.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,683 | $65,435-1.1% | $86,677-25.4% | $66,914-3.3% |
| Participation rate | 48.6% | 75.5%-26.9pp | 76.6%-28.0pp | 69.8%-21.3pp |
| Annual return | -17.82% | -10.89%-6.9pp | 35.91%-53.7pp | 1.58%-19.4pp |
| Employer contribution / active EE | $1,461 | $2,153-32.1% | $2,836-48.5% | $2,544-42.6% |
| Participant deferral / active EE | $2,346 | $4,100-42.8% | $4,656-49.6% | $4,237-44.6% |
| Admin fee / account holder | $409 | $642-36.3% | $7,493-94.5% | $593-31.1% |