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 LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $21,250 |
STRATEGIC ADVISORS, INC.3 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,085 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,988 | $83,884+6.1% | $64,056+38.9% | $74,419+19.6% |
| Participation rate | 100.0% | 76.6%+23.4pp | 72.3%+27.7pp | 70.7%+29.3pp |
| Annual return | 21.03% | 16.57%+4.5pp | 33.69%-12.7pp | 34.38%-13.3pp |
| Employer contribution / active EE | $5,629 | $3,084+82.5% | $2,747+104.9% | $2,637+113.4% |
| Participant deferral / active EE | $4,757 | $3,692+28.8% | $3,880+22.6% | $4,528+5.0% |
| Admin fee / account holder | $91 | $196-53.8% | $3,068-97.0% | $348-73.9% |