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.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIARY INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY BENEFITS GROUP, INC. Service code 99 · EIN 87-3709842 | Other Fees | $24,062 |
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $17,484 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $39,647 | $88,890-55.4% | $102,423-61.3% | $77,643-48.9% |
| Participation rate | 17.2% | 80.9%-63.8pp | 76.5%-59.3pp | 70.6%-53.4pp |
| Annual return | 11.01% | 24.98%-14.0pp | 29.32%-18.3pp | 31.24%-20.2pp |
| Employer contribution / active EE | $0 | $2,698-100.0% | $3,023-100.0% | $2,726-100.0% |
| Participant deferral / active EE | $691 | $5,145-86.6% | $5,053-86.3% | $4,647-85.1% |
| Admin fee / account holder | $210 | $235-10.7% | $9,451-97.8% | $430-51.1% |