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 LLC2 years Filed as: FIDUCIENT ADVISORS, LLC Service code 27 · EIN 36-4001764 | Advisory (Plan) | $27,471 |
TIAA4 years Service code 50 · EIN 13-1624203 | Direct Payment | $650 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,957 | $69,763+33.2% | $67,502+37.7% | $74,495+24.8% |
| Participation rate | 98.6% | 71.4%+27.2pp | 72.9%+25.7pp | 67.2%+31.4pp |
| Annual return | 15.84% | -40.34%+56.2pp | 3512.12%-3496.3pp | 1364.94%-1349.1pp |
| Employer contribution / active EE | $0 | $2,704-100.0% | $2,731-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $7,782 | $3,636+114.0% | $4,000+94.6% | $4,346+79.1% |
| Admin fee / account holder | $103 | $896-88.5% | $3,998-97.4% | $1,942-94.7% |