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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $115,215 |
FIDUCIARY INVESTMENT ADVISORS4+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 16 · EIN 20-4751585 | Consulting | $43,546 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $102,992 | $73,102+40.9% | $123,544-16.6% | $56,287+83.0% |
| Participation rate | 100.0% | 74.3%+25.7pp | 82.3%+17.7pp | 69.9%+30.1pp |
| Annual return | -4.34% | 3.01%-7.3pp | 119.20%-123.5pp | -9.96%+5.6pp |
| Employer contribution / active EE | $4,115 | $2,977+38.2% | $4,628-11.1% | $2,111+94.9% |
| Participant deferral / active EE | $7,541 | $5,423+39.1% | $6,426+17.4% | $3,350+125.1% |
| Admin fee / account holder | $372 | $554-32.8% | $9,284-96.0% | $521-28.5% |