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 ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $62,989 |
STOWE & DEGON, LLC4+ years Service code 10 · EIN 04-3379904 | Accounting | $13,950 |
TIAA4+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $463 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $167,111 | $70,083+138.4% | $59,878+179.1% | $55,725+199.9% |
| Participation rate | 97.2% | 78.4%+18.8pp | 74.7%+22.5pp | 70.9%+26.3pp |
| Annual return | -1.47% | 3.13%-4.6pp | 3.46%-4.9pp | 244.93%-246.4pp |
| Employer contribution / active EE | $6,009 | $2,878+108.7% | $2,722+120.8% | $2,078+189.1% |
| Participant deferral / active EE | $4,264 | $3,079+38.5% | $3,402+25.3% | $3,356+27.1% |
| Admin fee / account holder | $51 | $70-27.2% | $3,590-98.6% | $115-55.6% |