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 |
|---|---|---|
Service code 13 · EIN 59-3092339 | Contract Administrator | $44,047 |
Filed as: FIDUCIARY CONSULTING GROUP, INC. Service code 16 | Consulting | $34,249 |
Filed as: UNIFIED TRUST COMPANY Service code 19 · EIN 61-1256314 | Securities Custodian | $10,269 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,986 | $37,213-59.7% | $156,549-90.4% | $63,975-76.6% |
| Participation rate | 58.8% | 65.0%-6.1pp | 84.0%-25.2pp | 71.1%-12.3pp |
| Annual return | 9.45% | 47.89%-38.4pp | 32.23%-22.8pp | 48.65%-39.2pp |
| Employer contribution / active EE | $399 | $1,357-70.6% | $5,501-92.7% | $2,182-81.7% |
| Participant deferral / active EE | $1,918 | $2,070-7.4% | $4,871-60.6% | $3,356-42.9% |
| Admin fee / account holder | $92 | $56+64.0% | $13,027-99.3% | $70+31.1% |