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 |
|---|---|---|
FIDUCIA GROUP LLC5+ years Filed as: FIDUCIA GROUP, LLC Service code 27 · EIN 26-2218504 | Advisory (Plan) | $15,000 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $11,459 |
Filed as: MID ATLANTIC TRUST COMPANY Service code 15 · EIN 27-3169253 | Recordkeeping | $5,531 |
Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $15 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,040 | $86,332-3.8% | $125,175-33.7% | $65,185+27.4% |
| Participation rate | 90.6% | 75.3%+15.3pp | 79.8%+10.9pp | 70.2%+20.4pp |
| Annual return | 21.05% | 27.43%-6.4pp | 43.79%-22.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $1,485 | $2,040-27.2% | $3,865-61.6% | $2,177-31.8% |
| Participant deferral / active EE | $2,618 | $3,537-26.0% | $4,937-47.0% | $3,514-25.5% |
| Admin fee / account holder | $215 | $609-64.7% | $9,702-97.8% | $847-74.6% |