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 LLC8+ years Filed as: FIDUCIA GROUP Service code 27 · EIN 26-2218504 | Advisory (Plan) | $54,929 |
Service code 15 · EIN 27-1155910 | Recordkeeping | $0 |
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 | $22,058 | $46,292-52.4% | $143,757-84.7% | $64,808-66.0% |
| Participation rate | 81.2% | 64.2%+17.0pp | 80.3%+0.9pp | 71.5%+9.7pp |
| Annual return | -17.53% | -10.05%-7.5pp | -0.04%-17.5pp | 32.82%-50.3pp |
| Employer contribution / active EE | $1,017 | $1,910-46.7% | $4,951-79.5% | $2,506-59.4% |
| Participant deferral / active EE | $1,255 | $2,646-52.6% | $5,637-77.7% | $4,310-70.9% |
| Admin fee / account holder | $141 | $154-8.1% | $14,673-99.0% | $188-24.8% |