See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDUCIARY WEALTH MANAGEMENT Service code 27 · EIN 45-3176027 | Advisory (Plan) | $26,652 |
Service code 37 · EIN 04-2647786 | Loan Processing | $17,999 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,528 | $82,664+49.4% | $125,339-1.4% | $68,494+80.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.69% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $6,560 | $3,381+94.0% | $4,814+36.3% | $2,596+152.7% |
| Participant deferral / active EE | $9,404 | $6,110+53.9% | $7,446+26.3% | $4,027+133.5% |
| Admin fee / account holder | $341 | $6,275-94.6% | $10,010-96.6% | $5,403-93.7% |