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 LLC5+ years Filed as: FIDUCIA GROUP Service code 27 · EIN 26-2218504 | Advisory (Plan) | $15,000 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS Service code 15 · EIN 27-1155910 | Recordkeeping | $11,187 |
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 | $106,043 | $65,365+62.2% | $92,893+14.2% | $72,985+45.3% |
| Participation rate | 85.7% | 68.3%+17.4pp | 76.0%+9.7pp | 69.5%+16.2pp |
| Annual return | 24.34% | 42.10%-17.8pp | 109.41%-85.1pp | 81.00%-56.7pp |
| Employer contribution / active EE | $2,991 | $2,594+15.3% | $3,653-18.1% | $2,440+22.6% |
| Participant deferral / active EE | $6,247 | $3,128+99.7% | $4,236+47.5% | $3,607+73.2% |
| Admin fee / account holder | $88 | $4,251-97.9% | $5,794-98.5% | $5,124-98.3% |