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 ADVISORS3+ years Filed as: FIDUCIARY INVESTMENT ADVISORS, LLC Service code 27 · EIN 20-4751585 | Advisory (Plan) | $52,193 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 13 · EIN 22-1211670 | Contract Administrator | $12,920 |
Service code 15 | Recordkeeping | $0 |
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 | $114,834 | $88,730+29.4% | $82,313+39.5% | $77,958+47.3% |
| Participation rate | 95.2% | 84.5%+10.7pp | 76.9%+18.3pp | 71.6%+23.5pp |
| Annual return | 27.82% | 20.88%+6.9pp | 25.88%+1.9pp | 20.87%+7.0pp |
| Employer contribution / active EE | $4,726 | $2,758+71.3% | $2,428+94.6% | $2,310+104.5% |
| Participant deferral / active EE | $5,883 | $4,634+26.9% | $3,706+58.7% | $3,537+66.3% |
| Admin fee / account holder | $29 | $74-61.0% | $5,608-99.5% | $97-70.4% |