Filed January 31, 2022 (most recent of 3 filings on file)
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 | $181,931 |
Service code 27 · EIN 36-4001764 | Advisory (Plan) | $25,717 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 PO BOX 74987 · CHICAGO, IL 60675 | Advisory (Plan) | $13,043 |
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 | $62,796 | $67,512-7.0% | $185,823-66.2% | $93,030-32.5% |
| Participation rate | 93.7% | 67.1%+26.6pp | 81.7%+12.0pp | 73.9%+19.8pp |
| Annual return | 12.30% | 21.04%-8.7pp | 122.05%-109.8pp | 158.70%-146.4pp |
| Employer contribution / active EE | $1,638 | $1,783-8.1% | $5,167-68.3% | $2,706-39.4% |
| Participant deferral / active EE | $3,843 | $3,035+26.6% | $5,568-31.0% | $4,562-15.8% |
| Admin fee / account holder | $103 | $318-67.6% | $16,237-99.4% | $152-32.1% |