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 LLC1 year Service code 27 100 W STATION SQ DRIVE · PITTSBURGH, PA 15219 | Advisory (Plan) | $16,250 |
CYPHER & CYPHER1 year Filed as: CYPHER & CYPHER INC Service code 99 179 E PIKE STREET · CANONBURG, PA 15317 | Other Fees | $4,500 |
JPMORGAN INVEST HOLDINGS LLC2 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $864 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,903 | $81,474+16.5% | $133,956-29.2% | $73,488+29.1% |
| Participation rate | 89.4% | 76.4%+13.0pp | 79.8%+9.6pp | 70.7%+18.7pp |
| Annual return | 14.33% | 19.40%-5.1pp | 45.09%-30.8pp | 28.51%-14.2pp |
| Employer contribution / active EE | $1,595 | $2,209-27.8% | $3,919-59.3% | $2,270-29.7% |
| Participant deferral / active EE | $2,730 | $3,786-27.9% | $5,048-45.9% | $3,740-27.0% |
| Admin fee / account holder | $46 | $713-93.6% | $8,927-99.5% | $513-91.1% |