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 LLC1 year Filed as: FIDUCIENT ADVISORS Service code 26 · EIN 36-4001764 | Advisory (Participants) | $44,869 |
COHNREZNICK LLP3 years Service code 10 · EIN 22-1478099 | Accounting | $27,030 |
TIAA8+ years Service code 15 · EIN 13-1624203 | Recordkeeping | $1,898 |
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 | $170,371 | $83,884+103.1% | $64,056+166.0% | $74,419+128.9% |
| Participation rate | 99.3% | 76.6%+22.7pp | 72.3%+27.0pp | 70.7%+28.6pp |
| Annual return | 10.76% | 16.57%-5.8pp | 33.69%-22.9pp | 34.38%-23.6pp |
| Employer contribution / active EE | $6,691 | $3,084+117.0% | $2,747+143.6% | $2,637+153.7% |
| Participant deferral / active EE | $5,852 | $3,692+58.5% | $3,880+50.8% | $4,528+29.2% |
| Admin fee / account holder | $92 | $196-53.1% | $3,068-97.0% | $348-73.6% |