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 LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $15,000 |
STRATEGIC ADVISORS, INC.1 year Service code 27 · EIN 04-2654524 | Advisory (Plan) | $7,028 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,479 | $94,833+0.7% | $75,696+26.1% | $86,799+10.0% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 15.09% | 16.91%-1.8pp | 104.53%-89.4pp | 97.91%-82.8pp |
| Employer contribution / active EE | $4,299 | $2,904+48.0% | $2,743+56.7% | $2,405+78.7% |
| Participant deferral / active EE | $4,697 | $3,632+29.3% | $3,821+22.9% | $4,131+13.7% |
| Admin fee / account holder | $93 | $109-14.8% | $3,619-97.4% | $170-45.4% |