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 ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $31,118 |
INSERO & CO. CPAS, LLP1+ years Service code 10 · EIN 47-5324570 | Accounting | $14,742 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $82,317 | $67,166+22.6% | $57,343+43.6% | $55,191+49.1% |
| Participation rate | 98.0% | 77.7%+20.3pp | 75.1%+22.9pp | 69.2%+28.9pp |
| Annual return | 1.28% | 4.22%-2.9pp | 24.39%-23.1pp | 10.78%-9.5pp |
| Employer contribution / active EE | $6,018 | $2,812+114.0% | $2,689+123.8% | $1,899+217.0% |
| Participant deferral / active EE | $2 | $2,835-99.9% | $3,162-99.9% | $3,046-99.9% |
| Admin fee / account holder | $29 | $44-32.3% | $3,356-99.1% | $91-67.5% |