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, LLC9+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $21,481 |
SUMMIT GROUP RETIREMENT PLANNERS9+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $16,919 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,121 | $55,415-27.6% | $155,509-74.2% | $74,495-46.1% |
| Participation rate | 72.8% | 61.9%+10.9pp | 78.2%-5.3pp | 67.2%+5.6pp |
| Annual return | 24.38% | 268.50%-244.1pp | 64.67%-40.3pp | 1364.94%-1340.6pp |
| Employer contribution / active EE | $7,921 | $2,267+249.4% | $4,672+69.5% | $2,623+202.0% |
| Participant deferral / active EE | $1,637 | $2,836-42.3% | $5,626-70.9% | $4,346-62.3% |
| Admin fee / account holder | $251 | $1,738-85.6% | $15,912-98.4% | $1,942-87.1% |