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 Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $39,552 |
Service code 37 · EIN 04-2647786 | Loan Processing | $19,406 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $71,220 | $80,724-11.8% | $103,333-31.1% | $74,495-4.4% |
| Participation rate | 62.1% | 65.7%-3.6pp | 74.5%-12.5pp | 67.2%-5.1pp |
| Annual return | 11.99% | 27.56%-15.6pp | 24.88%-12.9pp | 1364.94%-1353.0pp |
| Employer contribution / active EE | $1,781 | $3,157-43.6% | $3,868-53.9% | $2,623-32.1% |
| Participant deferral / active EE | $3,604 | $3,860-6.6% | $5,057-28.7% | $4,346-17.1% |
| Admin fee / account holder | $443 | $2,368-81.3% | $8,355-94.7% | $1,942-77.2% |