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 INVESTMENT ADVISORS2+ years Filed as: FIDUCIARY SERVICES, INC. Service code 21 · EIN 14-1886375 | Bank Trustee | $24,501 |
BSI2+ years Service code 13 · EIN 95-4396363 | Contract Administrator | $18,288 |
BDO USA, LLP2+ years Filed as: BDO, USA LLP Service code 10 · EIN 13-5381590 | Accounting | $16,346 |
Service code 34 · EIN 36-4799908 | Valuation (appraisals, etc.) | $15,146 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,373 | $47,944+73.9% | $67,834+22.9% | $62,891+32.6% |
| Participation rate | 94.3% | 61.1%+33.2pp | 68.8%+25.5pp | 69.3%+24.9pp |
| Annual return | 1.99% | 11.77%-9.8pp | 138.47%-136.5pp | 20.14%-18.2pp |
| Employer contribution / active EE | $3,161 | $1,562+102.4% | $2,403+31.5% | $2,281+38.6% |
| Participant deferral / active EE | $0 | $2,247-100.0% | $3,160-100.0% | $3,203-100.0% |
| Admin fee / account holder | $558 | $3,712-85.0% | $4,622-87.9% | $4,296-87.0% |