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 LLC1 year Filed as: FIDUCIENT ADVISORS Service code 16 · EIN 36-4001764 | Consulting | $83,870 |
FINANCIAL ENGINES8 years Service code 27 · EIN 77-0473565 | Advisory (Plan) | $71,125 |
NEUBERGER BERMAN3 years Service code 28 · EIN 02-0654486 | Investment Management | $44,192 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$202,889 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,340 | $106,028+32.4% | $146,958-4.5% | $77,643+80.8% |
| Participation rate | 96.3% | 78.4%+17.9pp | 82.2%+14.1pp | 70.6%+25.7pp |
| Annual return | 17.36% | 56.73%-39.4pp | 418.34%-401.0pp | 31.24%-13.9pp |
| Employer contribution / active EE | $3,072 | $4,063-24.4% | $4,933-37.7% | $2,726+12.7% |
| Participant deferral / active EE | $10,738 | $7,990+34.4% | $8,070+33.1% | $4,647+131.1% |
| Admin fee / account holder | $165 | $337-51.2% | $12,998-98.7% | $430-61.7% |