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 27 · EIN 36-4001764 | Advisory (Plan) | $58,663 |
TIAA2 years Service code 15 · EIN 13-1624203 | Recordkeeping | $5,301 |
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 | $194,715 | $96,018+102.8% | $65,493+197.3% | $85,563+127.6% |
| Participation rate | 97.9% | 74.8%+23.1pp | 73.1%+24.8pp | 66.0%+31.9pp |
| Annual return | 14.31% | 14.51%-0.2pp | 982.45%-968.1pp | 31.51%-17.2pp |
| Employer contribution / active EE | $3,342 | $3,235+3.3% | $2,574+29.8% | $2,654+25.9% |
| Participant deferral / active EE | $4,825 | $4,055+19.0% | $3,961+21.8% | $4,375+10.3% |
| Admin fee / account holder | $28 | $271-89.8% | $5,028-99.5% | $834-96.7% |