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 LLC3 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 100 NORTHFIELD DR · WINDSOR, CT 060954730 | Advisory (Plan) | $52,976 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,501 | $83,884+52.0% | $64,056+99.0% | $74,419+71.3% |
| Participation rate | 97.4% | 76.6%+20.8pp | 72.3%+25.1pp | 70.7%+26.6pp |
| Annual return | 17.18% | 16.57%+0.6pp | 33.69%-16.5pp | 34.38%-17.2pp |
| Employer contribution / active EE | $4,969 | $3,084+61.2% | $2,747+80.9% | $2,637+88.4% |
| Participant deferral / active EE | $5,715 | $3,692+54.8% | $3,880+47.3% | $4,528+26.2% |
| Admin fee / account holder | $82 | $196-57.9% | $3,068-97.3% | $348-76.3% |