See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $45,431 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 99 · EIN 36-4001764 | Other Fees | $9,214 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,263 | $82,978+14.8% | $129,995-26.7% | $71,457+33.3% |
| Participation rate | 96.6% | 74.1%+22.5pp | 78.5%+18.1pp | 67.9%+28.7pp |
| Annual return | 18.64% | 20.60%-2.0pp | -137.18%+155.8pp | 28.85%-10.2pp |
| Employer contribution / active EE | $2,281 | $2,622-13.0% | $4,320-47.2% | $2,588-11.9% |
| Participant deferral / active EE | $4,485 | $4,432+1.2% | $5,820-22.9% | $4,289+4.6% |
| Admin fee / account holder | $367 | $1,729-78.8% | $10,614-96.5% | $1,587-76.9% |