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 |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $25,375 |
BLUM SHAPIRO1+ years Filed as: BLUM, SHAPIRO AND COMPANY, P.C. Service code 10 · EIN 06-1009205 | Accounting | $10,951 |
WELLS FARGO BANK, N.A.1+ years Service code 15 · EIN 94-1347393 | Recordkeeping | $6,188 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $85,916 | $56,199+52.9% | $67,652+27.0% | $59,632+44.1% |
| Participation rate | 81.8% | 71.5%+10.4pp | 75.7%+6.2pp | 68.7%+13.1pp |
| Annual return | 3.37% | 18505.31%-18501.9pp | 6625.04%-6621.7pp | 2041.28%-2037.9pp |
| Employer contribution / active EE | $2,615 | $1,614+61.9% | $2,266+15.4% | $2,203+18.7% |
| Participant deferral / active EE | $5,780 | $2,844+103.3% | $3,560+62.4% | $3,192+81.1% |
| Admin fee / account holder | $680 | $3,958-82.8% | $4,821-85.9% | $4,297-84.2% |