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 4-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 |
|---|---|---|
FIDUCIENT ADVISORS LLC1 year Service code 27 500 W MADISON ST STE 1700 · CHICAGO, IL 60661 | Advisory (Plan) | $9,624 |
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 | $124,047 | $122,239+1.5% | $184,203-32.7% | $74,495+66.5% |
| Participation rate | 76.4% | 85.5%-9.0pp | 86.8%-10.4pp | 67.2%+9.2pp |
| Annual return | 16.13% | 19.95%-3.8pp | 28.81%-12.7pp | 1364.94%-1348.8pp |
| Employer contribution / active EE | $2,796 | $4,537-38.4% | $6,427-56.5% | $2,623+6.6% |
| Participant deferral / active EE | $5,696 | $7,139-20.2% | $9,131-37.6% | $4,346+31.1% |
| Admin fee / account holder | $90 | $1,260-92.9% | $13,901-99.4% | $1,942-95.4% |