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 LLC7+ years Filed as: FIDUCIA GROUP Service code 27 · EIN 26-2218504 | Advisory (Plan) | $17,250 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS Service code 15 · EIN 27-1155910 | Recordkeeping | $7,803 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,911 | $78,672+86.7% | $109,143+34.6% | $85,850+71.1% |
| Participation rate | 97.0% | 68.3%+28.7pp | 75.9%+21.1pp | 69.3%+27.7pp |
| Annual return | 16.68% | 25.09%-8.4pp | 25.75%-9.1pp | 318.53%-301.8pp |
| Employer contribution / active EE | $3,291 | $2,735+20.4% | $3,722-11.6% | $2,565+28.3% |
| Participant deferral / active EE | $7,133 | $3,467+105.7% | $4,653+53.3% | $3,952+80.5% |
| Admin fee / account holder | $272 | $5,469-95.0% | $6,752-96.0% | $6,260-95.6% |