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 year Filed as: FIDUCIA GROUP, LLC Service code 16 · EIN 26-2218504 | Consulting | $38,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $25,078 |
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 | $103,195 | $96,458+7.0% | $136,294-24.3% | $77,958+32.4% |
| Participation rate | 95.5% | 75.4%+20.2pp | 81.9%+13.6pp | 71.6%+23.9pp |
| Annual return | 29.14% | 23.78%+5.4pp | 5155.94%-5126.8pp | 20.87%+8.3pp |
| Employer contribution / active EE | $3,895 | $3,144+23.9% | $4,695-17.0% | $2,310+68.6% |
| Participant deferral / active EE | $12,824 | $5,902+117.3% | $6,247+105.3% | $3,537+262.6% |
| Admin fee / account holder | $41 | $80-49.0% | $9,243-99.6% | $97-57.9% |