Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 9-year trajectory for $4.99 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 Service code 27 · EIN 30-4001764 | Advisory (Plan) | $44,954 |
TIAA5 years Service code 15 · EIN 13-1624203 | Recordkeeping | $11,453 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,608 | $91,621-29.5% | $67,511-4.3% | $77,671-16.8% |
| Participation rate | 87.9% | 76.0%+11.9pp | 72.9%+15.0pp | 70.6%+17.3pp |
| Annual return | 13.68% | 14.87%-1.2pp | 3517.41%-3503.7pp | 31.21%-17.5pp |
| Employer contribution / active EE | $408 | $3,184-87.2% | $2,733-85.1% | $2,726-85.0% |
| Participant deferral / active EE | $1,898 | $3,906-51.4% | $4,000-52.5% | $4,648-59.2% |
| Admin fee / account holder | $180 | $176+1.9% | $3,999-95.5% | $430-58.2% |