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 |
|---|---|---|
FIDUCIENT ADVISORS LLC4 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $15,000 |
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $13,427 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,798 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $409,671 | $119,446+243.0% | $150,045+173.0% | $85,563+378.8% |
| Participation rate | 98.0% | 75.4%+22.6pp | 82.3%+15.7pp | 66.0%+32.1pp |
| Annual return | 11.86% | 23.72%-11.9pp | 62.55%-50.7pp | 31.51%-19.7pp |
| Employer contribution / active EE | $4,479 | $4,078+9.8% | $4,693-4.6% | $2,654+68.8% |
| Participant deferral / active EE | $14,850 | $7,985+86.0% | $7,997+85.7% | $4,375+239.4% |
| Admin fee / account holder | $299 | $548-45.4% | $13,435-97.8% | $834-64.2% |