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 LLC6+ 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 | $10,208 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,903 | $72,277+88.0% | $101,248+34.2% | $79,858+70.2% |
| Participation rate | 91.8% | 68.5%+23.3pp | 75.8%+16.0pp | 69.6%+22.2pp |
| Annual return | 18.63% | 22.30%-3.7pp | 46.47%-27.8pp | 31.71%-13.1pp |
| Employer contribution / active EE | $3,177 | $2,692+18.0% | $3,660-13.2% | $2,471+28.6% |
| Participant deferral / active EE | $6,665 | $3,282+103.1% | $4,370+52.5% | $3,740+78.2% |
| Admin fee / account holder | $214 | $4,400-95.1% | $5,945-96.4% | $5,306-96.0% |