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 27 500 W MADISON ST STE 3260 · CHICAGO, IL 60661 | Advisory (Plan) | $42,943 |
JOHNSON LAMBERT LLP1 year Service code 99 700 SPRING FOREST RD STE 115 · RALEIGH, NC 27609 | Other Fees | $17,854 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,500 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,927 | $131,799-0.7% | $200,582-34.7% | $85,563+53.0% |
| Participation rate | 70.9% | 87.9%-17.0pp | 86.9%-16.0pp | 66.0%+4.9pp |
| Annual return | 15.28% | 21.59%-6.3pp | 42.33%-27.1pp | 31.51%-16.2pp |
| Employer contribution / active EE | $2,433 | $4,532-46.3% | $6,419-62.1% | $2,654-8.3% |
| Participant deferral / active EE | $9,644 | $7,702+25.2% | $9,331+3.3% | $4,375+120.4% |
| Admin fee / account holder | $237 | $235+0.8% | $16,305-98.5% | $834-71.6% |