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 Service code 26 PO BOX 856577 · MINNEAPOLIS, MN 554856577 | Advisory (Participants) | $26,970 |
Filed as: DIMEO SCHNEIDER & ASSOC Service code 26 PO BOX 74987 · CHICAGO, IL 60675 | Advisory (Participants) | $8,821 |
THE VANGUARD GROUP, INC.5 years Service code 26 · EIN 23-1945930 | Advisory (Participants) | $8,664 |
ADP BROKER-DEALER5 years Filed as: PENSION CONSULTANTS, INC. Service code 26 · EIN 06-1504963 | Advisory (Participants) | $1,980 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,480 | $65,435+133.0% | $86,677+75.9% | $66,914+127.9% |
| Participation rate | 100.0% | 75.5%+24.5pp | 76.6%+23.4pp | 69.8%+30.2pp |
| Annual return | -12.35% | -10.89%-1.5pp | 35.91%-48.3pp | 1.58%-13.9pp |
| Employer contribution / active EE | $6,987 | $2,153+224.5% | $2,836+146.3% | $2,544+174.6% |
| Participant deferral / active EE | $11,793 | $4,100+187.6% | $4,656+153.3% | $4,237+178.3% |
| Admin fee / account holder | $257 | $642-60.0% | $7,493-96.6% | $593-56.8% |