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 LLC4 years Service code 16 · EIN 36-4001764 | Consulting | $95,300 |
STRATEGIC ADVISORS, INC.10+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $95,232 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $30,948 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $309,798 | $129,021+140.1% | $184,203+68.2% | $77,643+299.0% |
| Participation rate | 96.4% | 87.3%+9.1pp | 86.8%+9.6pp | 70.6%+25.9pp |
| Annual return | 19.34% | 33.27%-13.9pp | 28.81%-9.5pp | 31.24%-11.9pp |
| Employer contribution / active EE | $7,142 | $4,413+61.9% | $6,427+11.1% | $2,726+162.0% |
| Participant deferral / active EE | $23,888 | $7,297+227.3% | $9,131+161.6% | $4,647+414.0% |
| Admin fee / account holder | $198 | $254-22.0% | $13,901-98.6% | $430-54.0% |