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 LLC1+ years Filed as: FIDUCIA GROUP Service code 16 · EIN 26-2218504 | Consulting | $19,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$63,159 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $93,527 | $85,635+9.2% | $123,892-24.5% | $63,975+46.2% |
| Participation rate | 94.4% | 74.9%+19.5pp | 81.4%+13.0pp | 71.1%+23.3pp |
| Annual return | 14.56% | 15.74%-1.2pp | 47.52%-33.0pp | 48.65%-34.1pp |
| Employer contribution / active EE | $3,908 | $3,076+27.0% | $4,617-15.4% | $2,182+79.1% |
| Participant deferral / active EE | $13,686 | $5,667+141.5% | $5,984+128.7% | $3,356+307.7% |
| Admin fee / account holder | -$37 | $75-149.9% | $8,357-100.4% | $70-153.0% |