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 |
|---|---|---|
Service code 13 · EIN 42-0127290 | Contract Administrator | $47,834 |
FIDUCIARY PLAN CONSULTANTS LLC3 years Filed as: FIDUCIARY PLAN CONSULTANTS, LLC Service code 27 · EIN 47-1186155 | Advisory (Plan) | $18,743 |
Filed as: RESOURCES INVESTMENT ADVISORS Service code 27 · EIN 43-1451524 | Advisory (Plan) | $6,227 |
PBMARES, LLP2 years Service code 49 · EIN 54-0737372 | Other Services | $6,085 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,523 | $104,317-75.5% | $159,436-84.0% | $86,799-70.6% |
| Participation rate | 94.3% | 77.7%+16.6pp | 82.8%+11.5pp | 72.3%+22.0pp |
| Annual return | 14.25% | 26.32%-12.1pp | 263.57%-249.3pp | 97.91%-83.7pp |
| Employer contribution / active EE | $1,312 | $3,451-62.0% | $4,829-72.8% | $2,405-45.5% |
| Participant deferral / active EE | $2,390 | $6,837-65.0% | $7,352-67.5% | $4,131-42.1% |
| Admin fee / account holder | $133 | $172-22.7% | $10,799-98.8% | $170-21.5% |