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 ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $39,211 |
INSERO & CO. CPAS, LLP1 year Filed as: INSERO & COMPANY Service code 10 · EIN 47-5324570 | Accounting | $8,800 |
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 | $97,810 | $74,552+31.2% | $62,995+55.3% | $69,631+40.5% |
| Participation rate | 98.7% | 78.3%+20.4pp | 74.8%+23.9pp | 70.7%+28.0pp |
| Annual return | 14.64% | 15.77%-1.1pp | 87.57%-72.9pp | 27571.02%-27556.4pp |
| Employer contribution / active EE | $6,189 | $2,929+111.3% | $2,759+124.3% | $2,032+204.5% |
| Participant deferral / active EE | $2 | $2,974-99.9% | $3,329-99.9% | $3,224-99.9% |
| Admin fee / account holder | $31 | $59-48.3% | $3,600-99.1% | $110-72.2% |