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 Service code 27 · EIN 36-4001764 | Advisory (Plan) | $150,752 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $32,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,204 | $52,208+258.6% | $86,612+116.1% | $74,419+151.6% |
| Participation rate | 99.7% | 66.3%+33.4pp | 71.7%+28.0pp | 70.7%+29.0pp |
| Annual return | 16.19% | 44.46%-28.3pp | 591.07%-574.9pp | 34.38%-18.2pp |
| Employer contribution / active EE | $4,846 | $2,282+112.4% | $3,022+60.3% | $2,637+83.7% |
| Participant deferral / active EE | $10,702 | $3,383+216.3% | $4,438+141.2% | $4,528+136.3% |
| Admin fee / account holder | $271 | $319-15.0% | $5,614-95.2% | $348-22.1% |