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 LLC8+ years Filed as: FIDUCIA GROUP Service code 27 · EIN 26-2218504 | Advisory (Plan) | $18,000 |
Filed as: RIVERSEDGE ADV RET SOLUTIONS Service code 15 · EIN 27-1155910 | Recordkeeping | $7,793 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,172 | $64,707+67.2% | $112,228-3.6% | $68,494+57.9% |
| Participation rate | 95.8% | 67.2%+28.7pp | 75.1%+20.8pp | 67.9%+27.9pp |
| Annual return | -18.78% | -11.40%-7.4pp | 27.45%-46.2pp | -7.84%-10.9pp |
| Employer contribution / active EE | $3,084 | $2,746+12.3% | $3,635-15.1% | $2,596+18.8% |
| Participant deferral / active EE | $6,865 | $3,565+92.6% | $4,728+45.2% | $4,027+70.5% |
| Admin fee / account holder | $243 | $5,232-95.4% | $6,410-96.2% | $5,403-95.5% |