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 |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $57,262 |
Service code 37 · EIN 04-2647786 | Loan Processing | $22,339 |
WIPFLI LLP6 years Service code 10 · EIN 39-0758449 | Accounting | $16,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $403,570 | $101,317+298.3% | $146,958+174.6% | $74,495+441.7% |
| Participation rate | 93.0% | 75.5%+17.5pp | 82.2%+10.8pp | 67.2%+25.8pp |
| Annual return | 12.03% | 8730.91%-8718.9pp | 418.34%-406.3pp | 1364.94%-1352.9pp |
| Employer contribution / active EE | $10,939 | $3,810+187.1% | $4,933+121.8% | $2,623+317.1% |
| Participant deferral / active EE | $9,095 | $7,303+24.5% | $8,070+12.7% | $4,346+109.3% |
| Admin fee / account holder | $625 | $1,739-64.1% | $12,998-95.2% | $1,942-67.8% |