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, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,717 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,544 | $65,557+105.2% | $64,056+110.0% | $71,457+88.3% |
| Participation rate | 98.7% | 73.2%+25.5pp | 72.3%+26.4pp | 67.9%+30.7pp |
| Annual return | 11.59% | 18.94%-7.3pp | 33.69%-22.1pp | 28.85%-17.3pp |
| Employer contribution / active EE | $8,242 | $2,669+208.8% | $2,747+200.1% | $2,588+218.5% |
| Participant deferral / active EE | $3,644 | $3,626+0.5% | $3,880-6.1% | $4,289-15.0% |
| Admin fee / account holder | $13 | $616-97.8% | $3,068-99.6% | $1,587-99.2% |