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, LLC8+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $19,143 |
SUMMIT GROUP RETIREMENT PLANNERS8+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $15,416 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $30,765 | $61,272-49.8% | $149,673-79.4% | $71,457-56.9% |
| Participation rate | 68.4% | 62.5%+5.9pp | 78.8%-10.4pp | 67.9%+0.5pp |
| Annual return | 11.00% | 35.85%-24.9pp | 134.42%-123.4pp | 28.85%-17.9pp |
| Employer contribution / active EE | $8,264 | $2,378+247.5% | $4,818+71.5% | $2,588+219.4% |
| Participant deferral / active EE | $1,152 | $2,917-60.5% | $5,680-79.7% | $4,289-73.1% |
| Admin fee / account holder | $232 | $1,261-81.6% | $13,210-98.2% | $1,587-85.4% |