See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 9-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIA GROUP LLC2 years Filed as: FIDUCIA GROUP Service code 16 100 WEST STATION SQUARE DRIVE · PITTSBURGH, PA 15219 | Consulting | $16,000 |
MARKOVITZ, DUGAN & ASSOCIATES LLP3+ years Service code 10 · EIN 25-1851188 | Accounting | $15,500 |
DUNBAR, BENDER & ZAPF, INC.3+ years Service code 15 · EIN 25-1650062 | Recordkeeping | $12,258 |
CITIZENS BANK2 years Service code 19 P.O. BOX 9587 · PROVIDENCE, RI 02940 | Securities Custodian | $9,242 |
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 | $35,964 | $155,795-76.9% | $136,294-73.6% | $69,631-48.4% |
| Participation rate | 99.8% | 75.2%+24.6pp | 81.9%+17.9pp | 70.7%+29.2pp |
| Annual return | 14.30% | 232464.33%-232450.0pp | 5155.94%-5141.6pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $3,091 | $2,991+3.4% | $4,695-34.2% | $2,032+52.1% |
| Participant deferral / active EE | $0 | $5,394-100.0% | $6,247-100.0% | $3,224-100.0% |
| Admin fee / account holder | $46 | $128-64.0% | $9,243-99.5% | $110-58.2% |