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 |
|---|---|---|
FIDUCIENT ADVISORS LLC2 years Service code 16 · EIN 36-4001764 | Consulting | $27,524 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$36,475 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $219,058 | $84,487+159.3% | $125,339+74.8% | $66,914+227.4% |
| Participation rate | 93.2% | 76.4%+16.8pp | 82.4%+10.9pp | 69.8%+23.4pp |
| Annual return | -18.16% | -8.39%-9.8pp | 572.05%-590.2pp | 1.58%-19.7pp |
| Employer contribution / active EE | $8,461 | $3,553+138.1% | $4,814+75.8% | $2,544+232.5% |
| Participant deferral / active EE | $11,895 | $6,781+75.4% | $7,446+59.7% | $4,237+180.7% |
| Admin fee / account holder | $109 | $685-84.1% | $10,010-98.9% | $593-81.7% |