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 FIRST, LLC Service code 27 · EIN 20-5582309 | Advisory (Plan) | $17,691 |
Service code 10 · EIN 59-1152714 | Accounting | $10,500 |
PRINCIPAL LIFE INSURANCE COMPANY5+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $6,336 |
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 | $70,963 | $54,045+31.3% | $115,157-38.4% | $65,185+8.9% |
| Participation rate | 94.8% | 63.5%+31.2pp | 75.9%+18.9pp | 70.2%+24.6pp |
| Annual return | 18.69% | 26.55%-7.9pp | 35.60%-16.9pp | 29.38%-10.7pp |
| Employer contribution / active EE | $1,357 | $1,653-17.9% | $3,179-57.3% | $2,177-37.7% |
| Participant deferral / active EE | $2,714 | $2,504+8.4% | $4,168-34.9% | $3,514-22.7% |
| Admin fee / account holder | $23 | $626-96.4% | $7,088-99.7% | $847-97.3% |