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 4-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 |
|---|---|---|
FIDUCIARY PLAN PARTNERS, LLC3 years Filed as: FIDUCIARY PLAN PARTNERS Service code 27 · EIN 81-2872393 | Advisory (Plan) | $67,298 |
Service code 37 · EIN 04-2647786 | Loan Processing | $36,834 |
STRATEGIC ADVISORS, INC.4+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $19,161 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,066 | $106,028-1.8% | $146,958-29.2% | $77,643+34.0% |
| Participation rate | 89.9% | 78.4%+11.6pp | 82.2%+7.8pp | 70.6%+19.4pp |
| Annual return | 14.19% | 56.73%-42.5pp | 418.34%-404.1pp | 31.24%-17.0pp |
| Employer contribution / active EE | $3,409 | $4,063-16.1% | $4,933-30.9% | $2,726+25.1% |
| Participant deferral / active EE | $9,852 | $7,990+23.3% | $8,070+22.1% | $4,647+112.0% |
| Admin fee / account holder | $251 | $337-25.7% | $12,998-98.1% | $430-41.8% |