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 LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $31,250 |
STRATEGIC ADVISORS, INC.4 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,496 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,263 | $91,762+4.9% | $67,502+42.6% | $77,643+24.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 72.9%+27.1pp | 70.6%+29.4pp |
| Annual return | 17.76% | 14.87%+2.9pp | 3512.12%-3494.4pp | 31.24%-13.5pp |
| Employer contribution / active EE | $6,223 | $3,181+95.6% | $2,731+127.9% | $2,726+128.3% |
| Participant deferral / active EE | $5,068 | $3,903+29.8% | $4,000+26.7% | $4,647+9.0% |
| Admin fee / account holder | $100 | $176-43.2% | $3,998-97.5% | $430-76.8% |