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 | $119,446+267.4% | $150,045+192.5% | $85,563+412.9% |
| Participation rate | 97.7% | 75.4%+22.2pp | 82.3%+15.4pp | 66.0%+31.7pp |
| Annual return | 16.18% | 23.72%-7.5pp | 62.55%-46.4pp | 31.51%-15.3pp |
| Employer contribution / active EE | $10,131 | $4,078+148.4% | $4,693+115.9% | $2,654+281.8% |
| Participant deferral / active EE | $15,693 | $7,985+96.5% | $7,997+96.2% | $4,375+258.7% |
| Admin fee / account holder | $170 | $548-69.0% | $13,435-98.7% | $834-79.7% |