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 LLC1 year Filed as: FIDUCIENT ADVISORS Service code 99 · EIN 36-4001764 | Other Fees | $21,341 |
TIAA6 years Service code 99 · EIN 13-1624203 | Other Fees | $13,290 |
CITRIN COOPERMAN4 years Filed as: CITRIN COOPERMAN & COMPANY LLP Service code 99 · EIN 22-2428965 | Other Fees | $13,126 |
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 | $126,624 | $58,264+117.3% | $86,612+46.2% | $71,457+77.2% |
| Participation rate | 98.1% | 65.0%+33.1pp | 71.7%+26.4pp | 67.9%+30.1pp |
| Annual return | 12.85% | 21.63%-8.8pp | 591.07%-578.2pp | 28.85%-16.0pp |
| Employer contribution / active EE | $0 | $2,574-100.0% | $3,022-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,234 | $3,436+110.5% | $4,438+63.0% | $4,289+68.7% |
| Admin fee / account holder | $96 | $1,057-90.9% | $5,614-98.3% | $1,587-94.0% |