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 LLC2 years Service code 27 100 W STATION SQ DRIVE · PITTSBURGH, PA 15219 | Advisory (Plan) | $20,000 |
CYPHER & CYPHER2 years Filed as: CYPHER & CYPHER INC Service code 99 179 E PIKE STREET · CANONBURG, PA 15317 | Other Fees | $10,900 |
JPMORGAN INVEST HOLDINGS LLC3 years Service code 64 · EIN 13-2624428 | Recordkeeping Fees | $705 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,558 | $93,182+11.1% | $146,665-29.4% | $79,386+30.4% |
| Participation rate | 91.7% | 76.4%+15.2pp | 80.1%+11.6pp | 70.7%+21.0pp |
| Annual return | 11.70% | 21.61%-9.9pp | 22.74%-11.0pp | 116.85%-105.2pp |
| Employer contribution / active EE | $1,763 | $2,420-27.1% | $4,136-57.4% | $2,427-27.4% |
| Participant deferral / active EE | $3,143 | $4,169-24.6% | $5,506-42.9% | $4,046-22.3% |
| Admin fee / account holder | $208 | $585-64.5% | $10,280-98.0% | $626-66.8% |