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 LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $35,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | $23,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,240 | $62,624+117.6% | $177,989-23.5% | $77,643+75.5% |
| Participation rate | 68.5% | 66.8%+1.6pp | 77.1%-8.6pp | 70.6%-2.1pp |
| Annual return | 12.66% | 16.16%-3.5pp | 294.48%-281.8pp | 31.24%-18.6pp |
| Employer contribution / active EE | $1,983 | $1,909+3.9% | $3,949-49.8% | $2,726-27.2% |
| Participant deferral / active EE | $6,358 | $4,219+50.7% | $6,276+1.3% | $4,647+36.8% |
| Admin fee / account holder | $286 | $386-25.8% | $10,363-97.2% | $430-33.5% |