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 LLC3 years Service code 33 · EIN 36-4001764 | Investment management fees paid direc... | $31,595 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $58,693 | $78,485-25.2% | $106,213-44.7% | $74,495-21.2% |
| Participation rate | 69.5% | 72.8%-3.3pp | 75.3%-5.8pp | 67.2%+2.3pp |
| Annual return | 8.78% | 15.95%-7.2pp | 116.14%-107.4pp | 1364.94%-1356.2pp |
| Employer contribution / active EE | $5,507 | $2,523+118.3% | $3,171+73.6% | $2,623+109.9% |
| Participant deferral / active EE | $0 | $4,322-100.0% | $5,016-100.0% | $4,346-100.0% |
| Admin fee / account holder | $226 | $2,232-89.9% | $11,033-98.0% | $1,942-88.4% |