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 | $31,050 |
FIDUCIENT ADVISORS LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $12,250 |
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 | $436,389 | $91,407+377.4% | $135,903+221.1% | $71,457+510.7% |
| Participation rate | 99.2% | 75.7%+23.6pp | 81.9%+17.3pp | 67.9%+31.3pp |
| Annual return | 16.57% | 29.90%-13.3pp | 68.23%-51.7pp | 28.85%-12.3pp |
| Employer contribution / active EE | $8,124 | $3,703+119.4% | $4,856+67.3% | $2,588+214.0% |
| Participant deferral / active EE | $16,509 | $7,092+132.8% | $7,758+112.8% | $4,289+284.9% |
| Admin fee / account holder | $256 | $1,266-79.8% | $10,762-97.6% | $1,587-83.9% |