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, LLC Service code 28 · EIN 36-4001764 | Investment Management | $34,778 |
TIAA7 years Service code 15 · EIN 13-1624203 | Recordkeeping | $375 |
Filed as: FIDELITY INVS INST. OPS CO., INC. Service code 50 · EIN 04-2647786 | Direct Payment | $240 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,349 | $79,124+93.8% | $60,874+151.9% | $64,808+136.6% |
| Participation rate | 85.0% | 77.7%+7.3pp | 73.1%+11.9pp | 71.5%+13.5pp |
| Annual return | -10.11% | -7.13%-3.0pp | 16.90%-27.0pp | 32.82%-42.9pp |
| Employer contribution / active EE | $1,209 | $3,050-60.4% | $2,701-55.2% | $2,506-51.7% |
| Participant deferral / active EE | $2,748 | $3,725-26.2% | $3,817-28.0% | $4,310-36.2% |
| Admin fee / account holder | $28 | $106-73.6% | $3,224-99.1% | $188-85.2% |