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) | $6,521 |
TIAA3 years Service code 50 · EIN 13-1624203 | Direct Payment | $300 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,147 | $65,557+28.4% | $64,056+31.4% | $71,457+17.8% |
| Participation rate | 98.6% | 73.2%+25.4pp | 72.3%+26.2pp | 67.9%+30.6pp |
| Annual return | 10.68% | 18.94%-8.3pp | 33.69%-23.0pp | 28.85%-18.2pp |
| Employer contribution / active EE | $0 | $2,669-100.0% | $2,747-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $8,225 | $3,626+126.9% | $3,880+112.0% | $4,289+91.8% |
| Admin fee / account holder | $25 | $616-95.9% | $3,068-99.2% | $1,587-98.4% |