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 LLC3+ years Filed as: FIDUCIA GROUP Service code 27 · EIN 26-2218504 | Advisory (Plan) | $40,000 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $29,031 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,522 | $46,173-40.4% | $170,442-83.9% | $69,631-60.5% |
| Participation rate | 39.6% | 63.9%-24.3pp | 83.6%-44.0pp | 70.7%-31.1pp |
| Annual return | 17.15% | 21.62%-4.5pp | 205.93%-188.8pp | 27571.02%-27553.9pp |
| Employer contribution / active EE | $630 | $1,610-60.8% | $5,433-88.4% | $2,032-69.0% |
| Participant deferral / active EE | $463 | $2,080-77.7% | $4,939-90.6% | $3,224-85.6% |
| Admin fee / account holder | $151 | $116+30.5% | $13,880-98.9% | $110+37.0% |