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 15 · EIN 26-2218504 | Recordkeeping | $15,000 |
HOROVITZ, RUDOY & ROTEMAN LLC1+ years Filed as: HOROVITZ, RUDOY & ROTEMAN, LLC Service code 10 · EIN 25-1031723 | Accounting | $9,500 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS, LLC Service code 15 | Recordkeeping | $6,257 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS Service code 15 · EIN 27-1155910 | Recordkeeping | $1,600 |
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 | $60,760 | $50,464+20.4% | $75,781-19.8% | $52,331+16.1% |
| Participation rate | 89.8% | 66.8%+23.0pp | 75.8%+14.0pp | 68.1%+21.7pp |
| Annual return | 0.51% | 1.03%-0.5pp | 9.68%-9.2pp | 4.54%-4.0pp |
| Employer contribution / active EE | $2,006 | $1,988+0.9% | $3,323-39.6% | $1,882+6.6% |
| Participant deferral / active EE | $4,015 | $2,570+56.2% | $3,651+9.9% | $3,022+32.8% |
| Admin fee / account holder | $97 | $1,103-91.2% | $5,299-98.2% | $592-83.7% |