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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $32,359 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $12,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $379,658 | $84,487+349.4% | $125,339+202.9% | $66,914+467.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -16.66% | -8.39%-8.3pp | 572.05%-588.7pp | 1.58%-18.2pp |
| Employer contribution / active EE | $7,889 | $3,553+122.1% | $4,814+63.9% | $2,544+210.1% |
| Participant deferral / active EE | $15,284 | $6,781+125.4% | $7,446+105.3% | $4,237+260.7% |
| Admin fee / account holder | $273 | $685-60.1% | $10,010-97.3% | $593-53.9% |