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 |
|---|---|---|
Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $24,240 |
Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 606612567 | Advisory (Plan) | $8,240 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,994 | $84,948+34.2% | $70,449+61.8% | $73,409+55.3% |
| Participation rate | 98.5% | 79.9%+18.5pp | 75.1%+23.4pp | 72.2%+26.3pp |
| Annual return | 14.79% | 13.39%+1.4pp | 109.03%-94.2pp | 59.29%-44.5pp |
| Employer contribution / active EE | $3,623 | $2,834+27.8% | $2,737+32.4% | $2,234+62.2% |
| Participant deferral / active EE | $4,554 | $3,387+34.4% | $3,709+22.8% | $3,805+19.7% |
| Admin fee / account holder | $49 | $98-49.8% | $3,845-98.7% | $158-68.8% |