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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $23,555 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 28 · EIN 36-4001764 | Investment Management | $15,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,661 | $64,119+7.1% | $112,228-38.8% | $66,914+2.6% |
| Participation rate | 87.7% | 68.5%+19.3pp | 75.1%+12.7pp | 69.8%+17.9pp |
| Annual return | -18.37% | -13.81%-4.6pp | 27.45%-45.8pp | 1.58%-20.0pp |
| Employer contribution / active EE | $2,455 | $3,005-18.3% | $3,635-32.5% | $2,544-3.5% |
| Participant deferral / active EE | $5,019 | $3,693+35.9% | $4,728+6.2% | $4,237+18.5% |
| Admin fee / account holder | $335 | $625-46.4% | $6,410-94.8% | $593-43.5% |