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 LLC2 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $30,000 |
BOWERS & COMPANY CPAS PLLC5 years Service code 10 120 MADISON STREET · WATERTOWN, NY 13202 | Accounting | $10,750 |
T ROWE PRICE RPS INC8+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $7,874 |
CHARLES SCHWAB & CO., INC.5 years Service code 33 · EIN 94-1737782 | Securities brokerage; Securities brok... | $40 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,386 | $82,202+180.3% | $125,339+83.8% | $64,808+255.5% |
| Participation rate | 95.4% | 77.9%+17.6pp | 82.4%+13.1pp | 71.5%+24.0pp |
| Annual return | -16.50% | 3.48%-20.0pp | 572.05%-588.6pp | 32.82%-49.3pp |
| Employer contribution / active EE | $7,096 | $3,615+96.3% | $4,814+47.4% | $2,506+183.2% |
| Participant deferral / active EE | $10,575 | $7,175+47.4% | $7,446+42.0% | $4,310+145.3% |
| Admin fee / account holder | $79 | $163-51.6% | $10,010-99.2% | $188-58.0% |