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 Service code 27 · EIN 36-4001764 | Advisory (Plan) | $20,116 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $15,365 |
Filed as: EMPOWER Service code 13 · EIN 47-2534181 | Contract Administrator | $0 |
FIDUCIENT ADVISORS LLC1 year Filed as: FIDUCIENT ADVISORS Service code 27 · EIN 36-4001764 | Advisory (Plan) | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,856 | $47,722+237.1% | $82,719+94.5% | $64,808+148.2% |
| Participation rate | 99.7% | 67.6%+32.0pp | 72.6%+27.1pp | 71.5%+28.2pp |
| Annual return | -13.43% | -13.05%-0.4pp | 701.18%-714.6pp | 32.82%-46.2pp |
| Employer contribution / active EE | $4,263 | $2,179+95.6% | $3,009+41.7% | $2,506+70.1% |
| Participant deferral / active EE | $10,265 | $3,329+208.3% | $4,395+133.6% | $4,310+138.2% |
| Admin fee / account holder | $92 | $143-35.4% | $5,329-98.3% | $188-50.8% |