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 |
|---|---|---|
FIDUCIARYFIRST LLC1 year Filed as: FIDUCIARYFIRST Service code 16 · EIN 20-5582309 | Consulting | $90,900 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,186 |
FGMK, LLC5 years Service code 10 · EIN 36-2929601 | Accounting | $13,089 |
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 | $123,605 | $100,801+22.6% | $149,696-17.4% | $73,409+68.4% |
| Participation rate | 96.4% | 77.7%+18.7pp | 82.5%+14.0pp | 72.2%+24.3pp |
| Annual return | 24.74% | 265.34%-240.6pp | 276.60%-251.9pp | 59.29%-34.6pp |
| Employer contribution / active EE | $3,129 | $3,312-5.5% | $4,644-32.6% | $2,234+40.1% |
| Participant deferral / active EE | $8,290 | $6,404+29.4% | $6,842+21.2% | $3,805+117.8% |
| Admin fee / account holder | $110 | $181-39.1% | $9,309-98.8% | $158-30.3% |