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 10-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 |
|---|---|---|
Service code 70 · EIN 36-4001764 | Consulting Fees | $9,860 |
FIDUCIENT ADVISORS LLC1 year Service code 16 P.O. BOX 74987 · CHICAGO, IL 60675 | Consulting | $7,200 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$8,519 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $292,533 | $104,475+180.0% | $159,436+83.5% | $79,386+268.5% |
| Participation rate | 95.6% | 76.6%+19.0pp | 82.8%+12.8pp | 70.7%+24.9pp |
| Annual return | 14.68% | 67.95%-53.3pp | 263.57%-248.9pp | 116.85%-102.2pp |
| Employer contribution / active EE | $9,236 | $3,417+170.3% | $4,829+91.2% | $2,427+280.5% |
| Participant deferral / active EE | $12,381 | $6,467+91.4% | $7,352+68.4% | $4,046+206.0% |
| Admin fee / account holder | $73 | $711-89.7% | $10,799-99.3% | $626-88.4% |