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 ADVISORS5+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 20-4751585 | Investment Management | $41,583 |
INSERO & CO. CPAS, LLP5+ years Service code 10 · EIN 47-5324570 | Accounting | $8,500 |
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 | $97,575 | $95,542+2.1% | $69,455+40.5% | $67,579+44.4% |
| Participation rate | 98.5% | 79.4%+19.1pp | 74.6%+23.8pp | 71.3%+27.2pp |
| Annual return | 17.15% | 17.67%-0.5pp | 28.97%-11.8pp | 378.56%-361.4pp |
| Employer contribution / active EE | $6,214 | $2,989+107.9% | $2,779+123.6% | $2,148+189.3% |
| Participant deferral / active EE | $2 | $3,263-99.9% | $3,535-99.9% | $3,539-99.9% |
| Admin fee / account holder | $31 | $90-65.4% | $3,839-99.2% | $142-78.2% |