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) | $96,191 |
STRATEGIC ADVISORS, INC.8 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $56,424 |
Service code 37 · EIN 04-2647786 | Loan Processing | $28,644 |
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $438,881 | $110,483+297.2% | $145,433+201.8% | $79,634+451.1% |
| Participation rate | 97.7% | 71.1%+26.6pp | 82.1%+15.6pp | 62.5%+35.2pp |
| Annual return | 16.18% | 24.62%-8.4pp | 66.58%-50.4pp | 36.46%-20.3pp |
| Employer contribution / active EE | $10,131 | $4,053+150.0% | $4,554+122.4% | $2,529+300.6% |
| Participant deferral / active EE | $15,693 | $7,216+117.5% | $7,897+98.7% | $3,835+309.2% |
| Admin fee / account holder | $170 | $680-75.0% | $13,129-98.7% | $1,002-83.1% |