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, LLC7+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $18,171 |
SUMMIT GROUP RETIREMENT PLANNERS7+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $13,865 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $27,274 | $65,061-58.1% | $143,757-81.0% | $66,914-59.2% |
| Participation rate | 80.2% | 65.2%+15.0pp | 80.3%-0.1pp | 69.8%+10.4pp |
| Annual return | -16.82% | -11.14%-5.7pp | -0.04%-16.8pp | 1.58%-18.4pp |
| Employer contribution / active EE | $8,690 | $2,361+268.1% | $4,951+75.5% | $2,544+241.6% |
| Participant deferral / active EE | $956 | $2,919-67.2% | $5,637-83.0% | $4,237-77.4% |
| Admin fee / account holder | $232 | $502-53.8% | $14,673-98.4% | $593-60.9% |