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 |
|---|---|---|
FIDUCIARY EXPERTS LLC1 year Service code 27 · EIN 95-1851437 | Advisory (Plan) | $16,692 |
Service code 37 · EIN 04-2647786 | Loan Processing | $16,659 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $37,104 | $73,102-49.2% | $123,544-70.0% | $56,287-34.1% |
| Participation rate | 94.4% | 74.3%+20.1pp | 82.3%+12.1pp | 69.9%+24.5pp |
| Annual return | -3.90% | 3.01%-6.9pp | 119.20%-123.1pp | -9.96%+6.1pp |
| Employer contribution / active EE | $2,689 | $2,977-9.7% | $4,628-41.9% | $2,111+27.4% |
| Participant deferral / active EE | $7,103 | $5,423+31.0% | $6,426+10.6% | $3,350+112.1% |
| Admin fee / account holder | $122 | $554-77.9% | $9,284-98.7% | $521-76.5% |