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, LLC Service code 28 · EIN 36-4001764 | Investment Management | $70,767 |
WITHUMSMITH+BROWN, PC1 year Filed as: BROWN, EDWARDS & COMPANY, L.L.P. Service code 10 · EIN 54-0504608 | Accounting | $18,708 |
TIAA8 years Service code 15 · EIN 13-1624203 | Recordkeeping | $395 |
Filed as: FIDELITY INVS INST. OPS CO., INC. Service code 64 · EIN 04-2647786 | Recordkeeping Fees | $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 | $168,747 | $83,884+101.2% | $64,056+163.4% | $74,419+126.8% |
| Participation rate | 74.1% | 76.6%-2.5pp | 72.3%+1.8pp | 70.7%+3.4pp |
| Annual return | 13.85% | 16.57%-2.7pp | 33.69%-19.8pp | 34.38%-20.5pp |
| Employer contribution / active EE | $2,439 | $3,084-20.9% | $2,747-11.2% | $2,637-7.5% |
| Participant deferral / active EE | $3,146 | $3,692-14.8% | $3,880-18.9% | $4,528-30.5% |
| Admin fee / account holder | $71 | $196-63.6% | $3,068-97.7% | $348-79.5% |