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 ADVISORS2+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $27,095 |
INSERO & CO. CPAS, LLP2+ years Service code 10 · EIN 47-5324570 | Accounting | $8,475 |
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 | $86,620 | $68,408+26.6% | $57,179+51.5% | $57,658+50.2% |
| Participation rate | 98.4% | 79.1%+19.3pp | 75.3%+23.1pp | 70.2%+28.2pp |
| Annual return | 7.35% | 8.51%-1.2pp | 14.59%-7.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $6,057 | $2,869+111.1% | $2,682+125.8% | $1,974+206.9% |
| Participant deferral / active EE | $2 | $2,903-99.9% | $3,096-99.9% | $3,061-99.9% |
| Admin fee / account holder | $23 | $70-67.2% | $3,139-99.3% | $95-75.8% |