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 9-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 99 · EIN 77-7000777 | Other Fees | $35,000 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT Service code 99 · EIN 11-1000111 | Other Fees | $8,750 |
Service code 99 · EIN 04-2530412 | Other Fees | $7,929 |
Service code 26 · EIN 71-0294708 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,951 | $79,124+105.9% | $60,874+167.7% | $64,808+151.4% |
| Participation rate | 45.2% | 77.7%-32.5pp | 73.1%-27.9pp | 71.5%-26.2pp |
| Annual return | -9.81% | -7.13%-2.7pp | 16.90%-26.7pp | 32.82%-42.6pp |
| Employer contribution / active EE | $2,743 | $3,050-10.1% | $2,701+1.5% | $2,506+9.5% |
| Participant deferral / active EE | $3,732 | $3,725+0.2% | $3,817-2.2% | $4,310-13.4% |
| Admin fee / account holder | $69 | $106-34.6% | $3,224-97.9% | $188-63.2% |