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 4-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) | $35,525 |
BAKER TILLY US, LLP2 years Service code 10 · EIN 39-0859910 | Accounting | $25,700 |
Service code 37 · EIN 04-2647786 | Loan Processing | $14,936 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $81,582 | $53,345+52.9% | $121,098-32.6% | $74,419+9.6% |
| Participation rate | 97.3% | 60.0%+37.3pp | 69.5%+27.8pp | 70.7%+26.6pp |
| Annual return | 22.99% | 35.15%-12.2pp | 985.75%-962.8pp | 34.38%-11.4pp |
| Employer contribution / active EE | $5,292 | $1,898+178.7% | $4,164+27.1% | $2,637+100.6% |
| Participant deferral / active EE | $8,552 | $3,221+165.5% | $4,080+109.6% | $4,528+88.9% |
| Admin fee / account holder | $99 | $382-74.2% | $5,644-98.3% | $348-71.6% |