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.
| Provider | Service type | Compensation |
|---|---|---|
FIDUCIENT ADVISORS LLC1+ years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $62,061 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$784,773 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,655 | $119,627-24.2% | $146,958-38.3% | $99,062-8.5% |
| Participation rate | 89.2% | 73.4%+15.7pp | 82.2%+7.0pp | 71.6%+17.6pp |
| Annual return | 15.90% | 28.82%-12.9pp | 418.34%-402.4pp | 17.66%-1.8pp |
| Employer contribution / active EE | $2,552 | $4,153-38.5% | $4,933-48.3% | $3,262-21.8% |
| Participant deferral / active EE | $8,163 | $7,997+2.1% | $8,070+1.2% | $5,331+53.1% |
| Admin fee / account holder | -$84 | $150-156.1% | $12,998-100.6% | $109-177.0% |