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 Service code 27 100 W STATION SQ DR STE 615 · PITTSBURGH, PA 15219 | Advisory (Plan) | $15,000 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,334 |
HILL WARD HENDERSON4 years Filed as: HILL BARTH & KING LLC DBA HBK CPAS Service code 10 6603 SUMMIT DR · CANFIELD, OH 44406 | Accounting | $7,750 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,899 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,482 | $69,515+44.5% | $86,874+15.7% | $85,850+17.0% |
| Participation rate | 79.3% | 66.3%+12.9pp | 71.6%+7.6pp | 69.3%+10.0pp |
| Annual return | 9.11% | 20.12%-11.0pp | 63.52%-54.4pp | 318.53%-309.4pp |
| Employer contribution / active EE | $4,362 | $1,880+132.0% | $2,495+74.8% | $2,565+70.1% |
| Participant deferral / active EE | $6,992 | $2,919+139.5% | $3,699+89.0% | $3,952+76.9% |
| Admin fee / account holder | $273 | $5,972-95.4% | $5,828-95.3% | $6,260-95.6% |