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 9-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 |
|---|---|---|
Filed as: FIDUCIARY SERVICES GROUP, LLC Service code 13 · EIN 82-2384824 | Contract Administrator | $6,341 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,276 | $138,385-63.7% | $184,200-72.7% | $80,874-37.8% |
| Participation rate | 92.0% | 83.9%+8.1pp | 86.8%+5.1pp | 67.6%+24.3pp |
| Annual return | 12.79% | 20.02%-7.2pp | 28.80%-16.0pp | 35.62%-22.8pp |
| Employer contribution / active EE | $1,521 | $4,849-68.6% | $6,424-76.3% | $2,756-44.8% |
| Participant deferral / active EE | $5,813 | $7,073-17.8% | $9,132-36.3% | $4,297+35.3% |
| Admin fee / account holder | $47 | $10,483-99.5% | $13,907-99.7% | $6,935-99.3% |