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 |
|---|---|---|
Service code 12 · EIN 13-3689044 | Shareholder servicing fees; Finders' ... | $66,030 |
FIDUCIENT ADVISORS LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $20,909 |
NATIONAL FINANCIAL SERVICES9+ years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $133,107 | $99,078+34.3% | $96,544+37.9% | $74,419+78.9% |
| Participation rate | 47.2% | 80.7%-33.4pp | 76.0%-28.7pp | 70.7%-23.5pp |
| Annual return | 22.17% | 22.48%-0.3pp | 25.84%-3.7pp | 34.38%-12.2pp |
| Employer contribution / active EE | $1,455 | $2,570-43.4% | $2,965-50.9% | $2,637-44.8% |
| Participant deferral / active EE | $4,115 | $4,933-16.6% | $4,851-15.2% | $4,528-9.1% |
| Admin fee / account holder | $378 | $225+68.3% | $8,252-95.4% | $348+8.7% |