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 4-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 37 · EIN 04-2647786 | Loan Processing | $16,871 |
Filed as: FMB RETIREMENT SERVICES Service code 27 · EIN 45-5297987 | Advisory (Plan) | $16,151 |
Filed as: GALLAGHER FIDUCIARY ADVISORS LLC Service code 27 · EIN 36-4291971 | Advisory (Plan) | $9,062 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,609 | $54,517+0.2% | $75,972-28.1% | $74,495-26.7% |
| Participation rate | 41.0% | 60.3%-19.3pp | 69.1%-28.1pp | 67.2%-26.2pp |
| Annual return | 11.41% | 31.82%-20.4pp | 359.55%-348.1pp | 1364.94%-1353.5pp |
| Employer contribution / active EE | $1,348 | $1,777-24.2% | $2,685-49.8% | $2,623-48.6% |
| Participant deferral / active EE | $2,384 | $3,066-22.2% | $4,255-44.0% | $4,346-45.2% |
| Admin fee / account holder | $337 | $2,229-84.9% | $6,467-94.8% | $1,942-82.6% |