See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $581,503 |
FIDUCIENT ADVISORS LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $35,000 |
Filed as: GWFS EQUITIES, INC Service code 33 · EIN 84-0965407 | Securities brokerage; Other investmen... | $4,310 |
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 | $155,666 | $107,662+44.6% | $159,436-2.4% | $106,520+46.1% |
| Participation rate | 92.4% | 69.4%+23.1pp | 82.8%+9.6pp | 71.3%+21.1pp |
| Annual return | 167.03% | 22.17%+144.9pp | 263.57%-96.5pp | 19.28%+147.7pp |
| Employer contribution / active EE | $3,877 | $2,741+41.4% | $4,829-19.7% | $2,840+36.5% |
| Participant deferral / active EE | $9,578 | $6,799+40.9% | $7,352+30.3% | $4,948+93.6% |
| Admin fee / account holder | $60 | $69-13.0% | $10,799-99.4% | $75-19.9% |