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, LLC10+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $23,176 |
SUMMIT GROUP RETIREMENT PLANNERS10+ years Service code 27 · EIN 46-4198717 600 EAGLEVIEW BOULEVARD · EXTON, PA 19341 | Advisory (Plan) | $19,030 |
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.
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 | $40,247 | $49,915-19.4% | $154,803-74.0% | $74,304-45.8% |
| Participation rate | 62.4% | 54.0%+8.4pp | 78.1%-15.7pp | 60.3%+2.0pp |
| Annual return | 11.33% | 34.06%-22.7pp | 58.88%-47.5pp | 29.43%-18.1pp |
| Employer contribution / active EE | $1,195 | $1,611-25.8% | $4,305-72.2% | $2,241-46.7% |
| Participant deferral / active EE | $1,402 | $2,255-37.8% | $5,540-74.7% | $3,767-62.8% |
| Admin fee / account holder | $267 | $2,189-87.8% | $14,329-98.1% | $2,969-91.0% |