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 LLC9+ 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 | $14,095 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,646 | $73,933+67.2% | $96,683+27.9% | $75,163+64.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 23.32% | 26.70%-3.4pp | 35.69%-12.4pp | 160.62%-137.3pp |
| Employer contribution / active EE | $3,142 | $2,928+7.3% | $3,737-15.9% | $2,670+17.7% |
| Participant deferral / active EE | $6,856 | $3,659+87.4% | $4,878+40.5% | $4,125+66.2% |
| Admin fee / account holder | $238 | $5,216-95.4% | $6,730-96.5% | $5,651-95.8% |