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 LLC4 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $130,984 |
STRATEGIC ADVISORS, INC.7 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $86,452 |
BAKER TILLY US, LLP7 years Filed as: BAKER TILLY VIRCHOW KRAUSE, LLP Service code 10 · EIN 39-0859910 | Accounting | $16,300 |
Service code 37 · EIN 04-2647786 | Loan Processing | $4,864 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $367,464 | $122,186+200.7% | $146,958+150.0% | $199,593+84.1% |
| Participation rate | 91.5% | 78.3%+13.2pp | 82.2%+9.3pp | 72.0%+19.5pp |
| Annual return | 15.21% | 30.56%-15.4pp | 418.34%-403.1pp | 34.25%-19.0pp |
| Employer contribution / active EE | $13,273 | $4,093+224.3% | $4,933+169.1% | $3,034+337.4% |
| Participant deferral / active EE | $12,241 | $8,502+44.0% | $8,070+51.7% | $5,087+140.6% |
| Admin fee / account holder | $73 | $179-58.9% | $12,998-99.4% | $269-72.7% |