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 LLC2 years Service code 33 · EIN 36-4001764 | Securities brokerage; Investment mana... | $30,675 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,609 | $71,516-32.0% | $98,439-50.6% | $71,457-32.0% |
| Participation rate | 79.9% | 72.7%+7.2pp | 75.2%+4.7pp | 67.9%+11.9pp |
| Annual return | 14.33% | 32.41%-18.1pp | 21.16%-6.8pp | 28.85%-14.5pp |
| Employer contribution / active EE | $4,288 | $2,399+78.7% | $3,048+40.7% | $2,588+65.7% |
| Participant deferral / active EE | $0 | $4,109-100.0% | $4,738-100.0% | $4,289-100.0% |
| Admin fee / account holder | $213 | $1,675-87.3% | $8,948-97.6% | $1,587-86.6% |