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 15 · EIN 36-4001764 | Recordkeeping | $12,352 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $5,631 |
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 | $53,816 | $101,317-46.9% | $146,958-63.4% | $74,495-27.8% |
| Participation rate | 96.1% | 75.5%+20.6pp | 82.2%+13.9pp | 67.2%+28.9pp |
| Annual return | 14.68% | 8730.91%-8716.2pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $3,140 | $3,810-17.6% | $4,933-36.4% | $2,623+19.7% |
| Participant deferral / active EE | $6,894 | $7,303-5.6% | $8,070-14.6% | $4,346+58.6% |
| Admin fee / account holder | $61 | $1,739-96.5% | $12,998-99.5% | $1,942-96.8% |