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 Service code 27 · EIN 26-2218504 | Advisory (Plan) | $99,910 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $27,375 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,025 | $62,928-53.9% | $172,739-83.2% | $67,579-57.0% |
| Participation rate | 46.7% | 64.5%-17.7pp | 82.6%-35.9pp | 71.3%-24.5pp |
| Annual return | 23.64% | 30.36%-6.7pp | 802.84%-779.2pp | 378.56%-354.9pp |
| Employer contribution / active EE | $815 | $1,636-50.2% | $5,143-84.2% | $2,148-62.1% |
| Participant deferral / active EE | $702 | $2,145-67.3% | $5,198-86.5% | $3,539-80.2% |
| Admin fee / account holder | $130 | $167-21.8% | $13,954-99.1% | $142-8.4% |