Filed April 17, 2025 (most recent of 11 filings on file)
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, LLC Service code 70 · EIN 36-4001764 500 W MADISON ST · CHICAGO, IL 606612567 | Consulting Fees | $7,034 |
TIAA2 years Filed as: TIAA-TEACHERS INSURANCE AND ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVENUE · NEW YORK, NY 100173206 | Contract Administrator | $1,575 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,023 | $67,984+85.4% | $65,493+92.4% | $74,304+69.6% |
| Participation rate | 79.3% | 66.3%+13.0pp | 73.1%+6.3pp | 60.3%+19.0pp |
| Annual return | 17.67% | 19.87%-2.2pp | 982.45%-964.8pp | 29.43%-11.8pp |
| Employer contribution / active EE | $5,130 | $2,491+105.9% | $2,574+99.3% | $2,241+128.9% |
| Participant deferral / active EE | $5,181 | $3,346+54.8% | $3,961+30.8% | $3,767+37.5% |
| Admin fee / account holder | $33 | $1,373-97.6% | $5,028-99.3% | $2,969-98.9% |