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 INVESTMENT ADVISORS1+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $49,199 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $6,820 |
Service code 15 · EIN 06-1050034 | Recordkeeping | $0 |
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 | $131,997 | $71,957+83.4% | $67,652+95.1% | $59,188+123.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 75.7%+24.3pp | 69.4%+30.6pp |
| Annual return | 9.33% | 8.53%+0.8pp | 6625.04%-6615.7pp | 5.51%+3.8pp |
| Employer contribution / active EE | $5,153 | $2,432+111.9% | $2,266+127.4% | $2,098+145.6% |
| Participant deferral / active EE | $6,605 | $4,211+56.9% | $3,560+85.6% | $3,265+102.3% |
| Admin fee / account holder | $38 | $64-41.0% | $4,821-99.2% | $92-58.9% |