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 FIRST, LLC Service code 15 · EIN 20-5582309 | Recordkeeping | $24,295 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $5,333 |
ADP BROKER-DEALER6+ years Service code 49 · EIN 22-3319984 | Other Services | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $32,758 | $136,307-76.0% | $177,821-81.6% | $73,488-55.4% |
| Participation rate | 94.6% | 86.1%+8.5pp | 87.7%+6.8pp | 70.7%+23.9pp |
| Annual return | 13.76% | 18.68%-4.9pp | 48.32%-34.6pp | 28.51%-14.8pp |
| Employer contribution / active EE | $2,872 | $3,712-22.6% | $5,918-51.5% | $2,270+26.5% |
| Participant deferral / active EE | $5,579 | $5,829-4.3% | $7,714-27.7% | $3,740+49.2% |
| Admin fee / account holder | $157 | $596-73.7% | $12,427-98.7% | $513-69.4% |