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 37 · EIN 04-2647786 | Loan Processing | $44,064 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $21,064 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,436 | $185,342-51.7% | $111,297-19.6% | $86,799+3.0% |
| Participation rate | 88.1% | 81.0%+7.2pp | 77.3%+10.8pp | 72.3%+15.9pp |
| Annual return | 14.76% | 500.80%-486.0pp | 54.65%-39.9pp | 97.91%-83.1pp |
| Employer contribution / active EE | $2,580 | $2,246+14.8% | $2,731-5.5% | $2,405+7.2% |
| Participant deferral / active EE | $4,772 | $4,458+7.0% | $4,487+6.3% | $4,131+15.5% |
| Admin fee / account holder | $150 | $255-41.3% | $7,964-98.1% | $170-11.6% |