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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS LLC Service code 27 · EIN 20-4751585 100 NORTHFIELD DR · WINDSOR, CT 06095 | Advisory (Plan) | $19,000 |
MARKS PANETH LLP2+ years Service code 10 · EIN 11-3518842 685 3RD AVE · NEW YORK, NY 10017 | Accounting | $11,000 |
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $258,150 | $52,467+392.0% | $57,179+351.5% | $55,167+367.9% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 6.39% | 7.72%-1.3pp | 14.59%-8.2pp | 169.23%-162.8pp |
| Employer contribution / active EE | $6,461 | $2,477+160.8% | $2,682+140.9% | $1,963+229.2% |
| Participant deferral / active EE | $11,640 | $2,830+311.3% | $3,096+275.9% | $3,054+281.1% |
| Admin fee / account holder | $70 | $269-74.0% | $3,139-97.8% | $504-86.1% |