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 4-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 Service code 27 · EIN 36-4001764 | Advisory (Plan) | $23,942 |
Service code 37 · EIN 04-2647786 | Loan Processing | $21,553 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,224 | $65,390+85.4% | $169,368-28.4% | $71,457+69.6% |
| Participation rate | 77.3% | 67.0%+10.4pp | 77.1%+0.2pp | 67.9%+9.4pp |
| Annual return | 68.87% | 21.31%+47.6pp | 405.60%-336.7pp | 28.85%+40.0pp |
| Employer contribution / active EE | $1,643 | $2,079-21.0% | $4,013-59.0% | $2,588-36.5% |
| Participant deferral / active EE | $6,338 | $4,367+45.1% | $6,221+1.9% | $4,289+47.8% |
| Admin fee / account holder | $217 | $1,324-83.6% | $9,003-97.6% | $1,587-86.4% |