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 ADVISORS6+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 28 · EIN 36-4001764 | Investment Management | $31,657 |
Service code 28 · EIN 36-4001764 | Investment Management | $10,762 |
INSERO & CO. CPAS, LLP6+ years Service code 10 · EIN 47-5324570 | Accounting | $8,750 |
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 | $105,227 | $84,948+23.9% | $70,449+49.4% | $73,409+43.3% |
| Participation rate | 99.0% | 79.9%+19.0pp | 75.1%+23.9pp | 72.2%+26.8pp |
| Annual return | 12.73% | 13.39%-0.7pp | 109.03%-96.3pp | 59.29%-46.6pp |
| Employer contribution / active EE | $4,639 | $2,834+63.7% | $2,737+69.5% | $2,234+107.7% |
| Participant deferral / active EE | $2 | $3,387-99.9% | $3,709-99.9% | $3,805-99.9% |
| Admin fee / account holder | $31 | $98-68.0% | $3,845-99.2% | $158-80.1% |