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 Filed as: FIDUCIENT ADVISORS Service code 16 500 WEST MADISON STREET · CHICAGO, IL 60661 | Consulting | $37,500 |
BOWERS & COMPANY CPAS PLLC7 years Service code 10 120 MADISON STREET · WATERTOWN, NY 13202 | Accounting | $23,750 |
T ROWE PRICE RPS INC10+ years Service code 15 1307 POINT STREET · BALTIMORE, MD 21231 | Recordkeeping | $8,393 |
CHARLES SCHWAB & CO., INC.7 years Service code 33 · EIN 94-1737782 | Securities brokerage; Other commissio... | $78 |
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 | $267,214 | $106,028+152.0% | $146,958+81.8% | $77,643+244.2% |
| Participation rate | 95.7% | 78.4%+17.3pp | 82.2%+13.5pp | 70.6%+25.1pp |
| Annual return | 13.78% | 56.73%-43.0pp | 418.34%-404.6pp | 31.24%-17.5pp |
| Employer contribution / active EE | $7,535 | $4,063+85.4% | $4,933+52.7% | $2,726+176.4% |
| Participant deferral / active EE | $11,320 | $7,990+41.7% | $8,070+40.3% | $4,647+143.6% |
| Admin fee / account holder | $83 | $337-75.4% | $12,998-99.4% | $430-80.7% |