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 27 · EIN 36-4001764 | Advisory (Plan) | $36,591 |
CURCIO WEBB1 year Filed as: CURCIO WEBB LLC Service code 11 · EIN 36-4171366 | Actuarial | $29,528 |
WEBSTER BANK11+ years Filed as: WEBSTER BANK, N.A. Service code 24 · EIN 06-0273620 | Discretionary Trustee | $22,444 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $57,974-100.0% | $105,290-100.0% | $49,655-100.0% |
| Participation rate | 0.0% | 19.2%-19.2pp | 12.3%-12.3pp | 17.1%-17.1pp |
| Annual return | 9.09% | 8.98%+0.1pp | 52.39%-43.3pp | 9.82%-0.7pp |
| Employer contribution / active EE | $0 | $17,759-100.0% | $23,486-100.0% | $13,587-100.0% |
| Participant deferral / active EE | $0 | $27-100.0% | $224-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $1,488-100.0% | $4,431-100.0% | $2,893-100.0% |