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 Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $30,675 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,345 |
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 | $69,341 | $76,670-9.6% | $96,683-28.3% | $71,457-3.0% |
| Participation rate | 70.7% | 66.6%+4.1pp | 74.3%-3.6pp | 67.9%+2.8pp |
| Annual return | 15.87% | 48.29%-32.4pp | 35.69%-19.8pp | 28.85%-13.0pp |
| Employer contribution / active EE | $1,860 | $3,031-38.6% | $3,737-50.2% | $2,588-28.1% |
| Participant deferral / active EE | $3,724 | $3,771-1.2% | $4,878-23.7% | $4,289-13.2% |
| Admin fee / account holder | $400 | $2,028-80.3% | $6,730-94.1% | $1,587-74.8% |