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 |
|---|---|---|
FIDUCENT ADVISORS1 year Service code 15 · EIN 36-4001764 PO BOX 74987 · CHICAGO, IL 60675 | Recordkeeping | $36,477 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $14,762 |
ADP BROKER-DEALER1 year Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,543 | $76,050+124.3% | $96,544+76.6% | $71,457+138.7% |
| Participation rate | 100.0% | 74.4%+25.6pp | 76.0%+24.0pp | 67.9%+32.1pp |
| Annual return | 10.06% | 22.81%-12.8pp | 25.84%-15.8pp | 28.85%-18.8pp |
| Employer contribution / active EE | $7,357 | $2,244+227.8% | $2,965+148.1% | $2,588+184.3% |
| Participant deferral / active EE | $13,769 | $4,215+226.6% | $4,851+183.9% | $4,289+221.1% |
| Admin fee / account holder | $303 | $2,707-88.8% | $8,252-96.3% | $1,587-80.9% |