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 ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $39,178 |
STOWE & DEGON, LLC5+ years Service code 10 · EIN 04-3379904 | Accounting | $14,250 |
TIAA5+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $4,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $494 |
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 | $187,555 | $95,542+96.3% | $69,455+170.0% | $67,579+177.5% |
| Participation rate | 94.8% | 79.4%+15.4pp | 74.6%+20.2pp | 71.3%+23.5pp |
| Annual return | 17.30% | 17.67%-0.4pp | 28.97%-11.7pp | 378.56%-361.3pp |
| Employer contribution / active EE | $5,855 | $2,989+95.9% | $2,779+110.7% | $2,148+172.6% |
| Participant deferral / active EE | $5,954 | $3,263+82.5% | $3,535+68.4% | $3,539+68.2% |
| Admin fee / account holder | $36 | $90-59.5% | $3,839-99.1% | $142-74.5% |