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 |
|---|---|---|
BURHAN GIBSON1 year Service code 26 · EIN 47-5476782 | Advisory (Participants) | $33,787 |
WRIGHT FORD YOUNG & CO2 years Service code 10 · EIN 95-3288054 | Accounting | $13,340 |
HICKS PENSION SERVICES1 year Service code 15 · EIN 77-0155091 | Recordkeeping | $12,439 |
LINCOLN NATIONAL CORPORATION6 years Service code 15 · EIN 35-0472300 | Recordkeeping | $12,439 |
BENEFIT EQUITY, INC.2 years Filed as: BENEFIT EQUITY, INC Service code 15 · EIN 33-0384246 | Recordkeeping | $1,233 |
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 | $69,700 | $86,929-19.8% | $102,423-31.9% | $80,856-13.8% |
| Participation rate | 89.0% | 72.4%+16.6pp | 76.5%+12.5pp | 67.6%+21.4pp |
| Annual return | 18.49% | 18.88%-0.4pp | 29.32%-10.8pp | 35.59%-17.1pp |
| Employer contribution / active EE | $1,515 | $2,369-36.0% | $3,023-49.9% | $2,755-45.0% |
| Participant deferral / active EE | $6,420 | $4,118+55.9% | $5,053+27.1% | $4,296+49.4% |
| Admin fee / account holder | $451 | $8,049-94.4% | $9,451-95.2% | $6,918-93.5% |