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 99 · EIN 59-2937883 | Other Fees | $17,703 |
FIDUCIARY ADMINISTRATORS2 years Filed as: FIDUCIARY ADMINISTRATORS, LLC Service code 99 · EIN 81-2053326 | Other Fees | $3,217 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,616 | $58,264-18.3% | $86,612-45.0% | $71,457-33.4% |
| Participation rate | 82.9% | 65.0%+17.9pp | 71.7%+11.2pp | 67.9%+15.0pp |
| Annual return | 9.07% | 21.63%-12.6pp | 591.07%-582.0pp | 28.85%-19.8pp |
| Employer contribution / active EE | $2,321 | $2,574-9.8% | $3,022-23.2% | $2,588-10.3% |
| Participant deferral / active EE | $3,431 | $3,436-0.2% | $4,438-22.7% | $4,289-20.0% |
| Admin fee / account holder | $229 | $1,057-78.4% | $5,614-95.9% | $1,587-85.6% |