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, LLC Service code 28 · EIN 36-4001764 | Investment Management | $23,186 |
Service code 28 · EIN 36-4001764 | Investment Management | $22,510 |
BAKER TILLY US, LLP5 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $9,575 |
TIAA6 years Service code 15 · EIN 13-1624203 | Recordkeeping | $300 |
Filed as: FIDELITY INVS INST. OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $240 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,788 | $94,833+89.6% | $75,696+137.5% | $86,799+107.1% |
| Participation rate | 85.6% | 79.1%+6.5pp | 74.8%+10.8pp | 72.3%+13.3pp |
| Annual return | 12.34% | 16.91%-4.6pp | 104.53%-92.2pp | 97.91%-85.6pp |
| Employer contribution / active EE | $10 | $2,904-99.7% | $2,743-99.7% | $2,405-99.6% |
| Participant deferral / active EE | $2,386 | $3,632-34.3% | $3,821-37.6% | $4,131-42.2% |
| Admin fee / account holder | $46 | $109-57.9% | $3,619-98.7% | $170-73.0% |