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 LLC2 years Service code 27 100 W STATION SQ DR STE 615 · PITTSBURGH, PA 15219 | Advisory (Plan) | $30,000 |
Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $27,786 |
Filed as: BARNES DENNIG & CO LTD Service code 10 150 E FOURTH ST 3RD FL · CINCINNATI, OH 45202 | Accounting | $11,500 |
Filed as: QDRO CONSULTANTS CO LLC Service code 16 3071 PEARL ROAD · MEDINA, OH 44256 | Consulting | $900 |
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 | $120,086 | $55,790+115.2% | $76,817+56.3% | $67,579+77.7% |
| Participation rate | 96.7% | 71.1%+25.7pp | 72.1%+24.7pp | 71.3%+25.5pp |
| Annual return | 23.62% | 64.45%-40.8pp | 1166.11%-1142.5pp | 378.56%-354.9pp |
| Employer contribution / active EE | $1,787 | $1,810-1.3% | $2,302-22.4% | $2,148-16.8% |
| Participant deferral / active EE | $5,276 | $2,875+83.5% | $3,336+58.2% | $3,539+49.1% |
| Admin fee / account holder | $142 | $159-10.5% | $6,420-97.8% | $142+0.1% |