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 LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $59,595 |
BDO USA, LLP2 years Filed as: BDO USA, P.C. Service code 10 · EIN 13-5381590 | Accounting | $35,947 |
Filed as: NATHAN WECHSLER AND COMPANY, PA Service code 10 · EIN 02-0327524 | Accounting | $27,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$45,889 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,361 | $107,459+46.4% | $135,903+15.8% | $80,160+96.3% |
| Participation rate | 90.4% | 78.0%+12.4pp | 81.9%+8.5pp | 72.9%+17.5pp |
| Annual return | 59.71% | 91.91%-32.2pp | 68.23%-8.5pp | 40.38%+19.3pp |
| Employer contribution / active EE | $3,453 | $3,877-10.9% | $4,856-28.9% | $2,978+16.0% |
| Participant deferral / active EE | $11,959 | $8,195+45.9% | $7,758+54.2% | $5,017+138.4% |
| Admin fee / account holder | $31 | $127-75.3% | $10,762-99.7% | $145-78.3% |