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 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $33,844 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,108 | $79,124+36.6% | $60,874+77.6% | $64,808+66.8% |
| Participation rate | 95.7% | 77.7%+18.0pp | 73.1%+22.6pp | 71.5%+24.2pp |
| Annual return | -13.91% | -7.13%-6.8pp | 16.90%-30.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $4,827 | $3,050+58.3% | $2,701+78.7% | $2,506+92.6% |
| Participant deferral / active EE | $5,460 | $3,725+46.6% | $3,817+43.1% | $4,310+26.7% |
| Admin fee / account holder | $48 | $106-54.4% | $3,224-98.5% | $188-74.4% |