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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC6 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $6,925 |
EMPLOYEE FIDUCIARY, LLC2 years Filed as: EMPLOYEE FIDUCIARY LLC Service code 15 | Recordkeeping | $1,140 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,456 | $101,317+14.9% | $146,958-20.8% | $74,495+56.3% |
| Participation rate | 85.8% | 75.5%+10.3pp | 82.2%+3.6pp | 67.2%+18.6pp |
| Annual return | 13.52% | 8730.91%-8717.4pp | 418.34%-404.8pp | 1364.94%-1351.4pp |
| Employer contribution / active EE | $5,821 | $3,810+52.8% | $4,933+18.0% | $2,623+121.9% |
| Participant deferral / active EE | $11,567 | $7,303+58.4% | $8,070+43.3% | $4,346+166.2% |
| Admin fee / account holder | $13 | $1,739-99.3% | $12,998-99.9% | $1,942-99.3% |