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 | $25,369 |
FIDUCIENT ADVISORS LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $20,000 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $464,263 | $101,317+358.2% | $146,958+215.9% | $74,495+523.2% |
| Participation rate | 99.3% | 75.5%+23.8pp | 82.2%+17.1pp | 67.2%+32.1pp |
| Annual return | 12.59% | 8730.91%-8718.3pp | 418.34%-405.7pp | 1364.94%-1352.4pp |
| Employer contribution / active EE | $8,723 | $3,810+128.9% | $4,933+76.8% | $2,623+232.6% |
| Participant deferral / active EE | $16,871 | $7,303+131.0% | $8,070+109.1% | $4,346+288.2% |
| Admin fee / account holder | $250 | $1,739-85.6% | $12,998-98.1% | $1,942-87.1% |