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 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $21,377 |
SMITH & HOWARD, PC1 year Filed as: SMITH & HOWARD PC Service code 10 · EIN 58-1250486 271 17TH ST NW STE 1600 · ATLANTA, GA 30363 | Accounting | $17,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,323 | $67,984+146.1% | $65,493+155.5% | $74,304+125.2% |
| Participation rate | 99.2% | 66.3%+32.8pp | 73.1%+26.1pp | 60.3%+38.8pp |
| Annual return | 11.35% | 19.87%-8.5pp | 982.45%-971.1pp | 29.43%-18.1pp |
| Employer contribution / active EE | $8,404 | $2,491+237.3% | $2,574+226.5% | $2,241+275.0% |
| Participant deferral / active EE | $3,732 | $3,346+11.5% | $3,961-5.8% | $3,767-0.9% |
| Admin fee / account holder | $75 | $1,373-94.6% | $5,028-98.5% | $2,969-97.5% |