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, LLC Service code 28 · EIN 36-4001764 | Investment Management | $52,098 |
WITHUMSMITH+BROWN, PC2 years Filed as: BROWN, EDWARDS & COMPANY, L.L.P. Service code 10 · EIN 54-0504608 | Accounting | $22,735 |
VENABLE LLP1 year Service code 29 · EIN 52-0517250 | Legal | $15,296 |
TIAA9 years Service code 15 · EIN 13-1624203 | Recordkeeping | $700 |
Service code 50 · EIN 04-2647786 | Direct Payment | $241 |
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 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 | $183,551 | $91,762+100.0% | $67,502+171.9% | $77,643+136.4% |
| Participation rate | 72.9% | 75.9%-3.0pp | 72.9%0pp | 70.6%+2.3pp |
| Annual return | 11.33% | 14.87%-3.5pp | 3512.12%-3500.8pp | 31.24%-19.9pp |
| Employer contribution / active EE | $1,768 | $3,181-44.4% | $2,731-35.3% | $2,726-35.2% |
| Participant deferral / active EE | $3,019 | $3,903-22.6% | $4,000-24.5% | $4,647-35.0% |
| Admin fee / account holder | $73 | $176-58.8% | $3,998-98.2% | $430-83.2% |