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 9-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, LLC3 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $23,323 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,070 | $86,944-29.8% | $107,525-43.2% | $74,304-17.8% |
| Participation rate | 92.7% | 59.6%+33.1pp | 75.1%+17.6pp | 60.3%+32.3pp |
| Annual return | 20.69% | 23.52%-2.8pp | 181.32%-160.6pp | 29.43%-8.7pp |
| Employer contribution / active EE | $3,183 | $2,757+15.5% | $3,754-15.2% | $2,241+42.0% |
| Participant deferral / active EE | $6,982 | $3,554+96.4% | $5,116+36.5% | $3,767+85.3% |
| Admin fee / account holder | $123 | $3,727-96.7% | $8,919-98.6% | $2,969-95.8% |