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 6-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, LLC2 years Filed as: EMPLOYEE FIDUCIARY Service code 15 | Recordkeeping | $1,034 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $5,172 | $61,272-91.6% | $149,673-96.5% | $71,457-92.8% |
| Participation rate | 84.4% | 62.5%+21.9pp | 78.8%+5.6pp | 67.9%+16.5pp |
| Annual return | 17.54% | 35.85%-18.3pp | 134.42%-116.9pp | 28.85%-11.3pp |
| Employer contribution / active EE | $949 | $2,378-60.1% | $4,818-80.3% | $2,588-63.3% |
| Participant deferral / active EE | $939 | $2,917-67.8% | $5,680-83.5% | $4,289-78.1% |
| Admin fee / account holder | $38 | $1,261-97.0% | $13,210-99.7% | $1,587-97.6% |