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 LLC2 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,365 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $1,177 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 | Securities brokerage; Securities brok... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,095 | $61,272+34.0% | $149,673-45.2% | $71,457+14.9% |
| Participation rate | 60.8% | 62.5%-1.7pp | 78.8%-18.0pp | 67.9%-7.1pp |
| Annual return | 21.86% | 35.85%-14.0pp | 134.42%-112.6pp | 28.85%-7.0pp |
| Employer contribution / active EE | $0 | $2,378-100.0% | $4,818-100.0% | $2,588-100.0% |
| Participant deferral / active EE | $7,249 | $2,917+148.5% | $5,680+27.6% | $4,289+69.0% |
| Admin fee / account holder | $58 | $1,261-95.4% | $13,210-99.6% | $1,587-96.3% |