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 LLC4 years Service code 33 · EIN 36-4001764 | Securities brokerage; Other fees; Inv... | $32,543 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,180 | $84,556-18.2% | $116,228-40.5% | $74,304-6.9% |
| Participation rate | 67.2% | 66.0%+1.2pp | 74.6%-7.3pp | 60.3%+6.9pp |
| Annual return | 13.84% | 18.35%-4.5pp | 90.06%-76.2pp | 29.43%-15.6pp |
| Employer contribution / active EE | $5,682 | $2,168+162.1% | $2,994+89.8% | $2,241+153.5% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $4,953-100.0% | $3,767-100.0% |
| Admin fee / account holder | $238 | $3,792-93.7% | $11,989-98.0% | $2,969-92.0% |