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 LLC7+ years Filed as: FIDUCIA GROUP Service code 27 · EIN 26-2218504 | Advisory (Plan) | $118,580 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $42,103 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,697 | $56,485-58.0% | $185,823-87.2% | $86,799-72.7% |
| Participation rate | 80.7% | 65.5%+15.2pp | 81.7%-1.0pp | 72.3%+8.4pp |
| Annual return | 13.62% | 118.04%-104.4pp | 122.05%-108.4pp | 97.91%-84.3pp |
| Employer contribution / active EE | $984 | $1,843-46.6% | $5,167-81.0% | $2,405-59.1% |
| Participant deferral / active EE | $1,300 | $2,553-49.1% | $5,568-76.7% | $4,131-68.5% |
| Admin fee / account holder | $50 | $150-66.7% | $16,237-99.7% | $170-70.6% |