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 |
|---|---|---|
Service code 27 · EIN 36-4001764 500 W MADISON ST STE 1700 · CHICAGO, IL 606612567 | Advisory (Plan) | $16,480 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $8,847 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,963 | $94,833+38.1% | $75,696+73.0% | $86,799+50.9% |
| Participation rate | 96.1% | 79.1%+17.0pp | 74.8%+21.3pp | 72.3%+23.8pp |
| Annual return | 12.62% | 16.91%-4.3pp | 104.53%-91.9pp | 97.91%-85.3pp |
| Employer contribution / active EE | $4,422 | $2,904+52.2% | $2,743+61.2% | $2,405+83.8% |
| Participant deferral / active EE | $5,487 | $3,632+51.1% | $3,821+43.6% | $4,131+32.8% |
| Admin fee / account holder | $41 | $109-62.5% | $3,619-98.9% | $170-76.0% |