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 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $15,000 |
Filed as: DIMEO SCHNEIDER & ASSOCIATES Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $12,500 |
BOWERS & COMPANY CPAS PLLC4 years Service code 10 120 MADISON STREET · WATERTOWN, NY 13202 | Accounting | $10,500 |
T ROWE PRICE RPS INC7+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $6,869 |
CHARLES SCHWAB & CO., INC.2 years Filed as: CHARLES SCHWAB & CO. INC. Service code 33 · EIN 94-1737782 | Securities brokerage commissions and ... | $1 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $286,422 | $104,317+174.6% | $159,436+79.6% | $86,799+230.0% |
| Participation rate | 95.5% | 77.7%+17.8pp | 82.8%+12.7pp | 72.3%+23.2pp |
| Annual return | 13.59% | 26.32%-12.7pp | 263.57%-250.0pp | 97.91%-84.3pp |
| Employer contribution / active EE | $6,681 | $3,451+93.6% | $4,829+38.3% | $2,405+177.8% |
| Participant deferral / active EE | $9,758 | $6,837+42.7% | $7,352+32.7% | $4,131+136.2% |
| Admin fee / account holder | $75 | $172-56.2% | $10,799-99.3% | $170-55.5% |