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 LLC3 years Service code 27 · EIN 36-4001764 | Advisory (Plan) | $6,556 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $1,448 |
NATIONAL FINANCIAL SERVICES4 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,904 | $55,415+82.1% | $155,509-35.1% | $74,495+35.5% |
| Participation rate | 53.8% | 61.9%-8.1pp | 78.2%-24.3pp | 67.2%-13.4pp |
| Annual return | 18.30% | 268.50%-250.2pp | 64.67%-46.4pp | 1364.94%-1346.6pp |
| Employer contribution / active EE | $0 | $2,267-100.0% | $4,672-100.0% | $2,623-100.0% |
| Participant deferral / active EE | $6,983 | $2,836+146.2% | $5,626+24.1% | $4,346+60.7% |
| Admin fee / account holder | $61 | $1,738-96.5% | $15,912-99.6% | $1,942-96.9% |