See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $64,626 |
Service code 37 · EIN 04-2647786 | Loan Processing | $35,470 |
CLIFTONLARSONALLEN LLP2 years Filed as: CLIFTON LARSON ALLEN, LLP Service code 10 · EIN 41-0746749 | Accounting | $7,875 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,097 | $106,028+35.9% | $146,958-1.9% | $77,643+85.6% |
| Participation rate | 88.9% | 78.4%+10.6pp | 82.2%+6.8pp | 70.6%+18.4pp |
| Annual return | 13.33% | 56.73%-43.4pp | 418.34%-405.0pp | 31.24%-17.9pp |
| Employer contribution / active EE | $1,632 | $4,063-59.8% | $4,933-66.9% | $2,726-40.1% |
| Participant deferral / active EE | $10,197 | $7,990+27.6% | $8,070+26.4% | $4,647+119.4% |
| Admin fee / account holder | $219 | $337-35.0% | $12,998-98.3% | $430-49.0% |