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 LLC3 years Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $30,000 |
T ROWE PRICE RPS INC9+ years Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202 | Recordkeeping | $8,095 |
CHARLES SCHWAB & CO., INC.6 years Service code 33 · EIN 94-1737782 | Direct payment from the plan; Securit... | $4 |
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 | $256,042 | $95,274+168.7% | $135,903+88.4% | $74,419+244.1% |
| Participation rate | 92.1% | 78.2%+13.9pp | 81.9%+10.2pp | 70.7%+21.3pp |
| Annual return | 17.81% | 32.77%-15.0pp | 68.23%-50.4pp | 34.38%-16.6pp |
| Employer contribution / active EE | $6,811 | $3,874+75.8% | $4,856+40.2% | $2,637+158.2% |
| Participant deferral / active EE | $10,429 | $7,782+34.0% | $7,758+34.4% | $4,528+130.3% |
| Admin fee / account holder | $77 | $266-71.1% | $10,762-99.3% | $348-77.9% |