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 LLC1 year Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,180 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $1,113 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,012 | $65,061+9.1% | $143,757-50.6% | $66,914+6.1% |
| Participation rate | 44.8% | 65.2%-20.4pp | 80.3%-35.5pp | 69.8%-25.0pp |
| Annual return | -16.46% | -11.14%-5.3pp | -0.04%-16.4pp | 1.58%-18.0pp |
| Employer contribution / active EE | $0 | $2,361-100.0% | $4,951-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $5,249 | $2,919+79.8% | $5,637-6.9% | $4,237+23.9% |
| Admin fee / account holder | $63 | $502-87.5% | $14,673-99.6% | $593-89.4% |