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, LLC1 year Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 PO BOX 3144 · MOBILE, AL 36652 | Recordkeeping | $5,560 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $12,489 | $43,133-71.0% | $89,391-86.0% | $73,488-83.0% |
| Participation rate | 100.0% | 55.0%+45.0pp | 68.0%+32.0pp | 70.7%+29.3pp |
| Annual return | -8.31% | 135.66%-144.0pp | 245.62%-253.9pp | 28.51%-36.8pp |
| Employer contribution / active EE | $2,967 | $1,438+106.4% | $2,586+14.8% | $2,270+30.7% |
| Participant deferral / active EE | $2,061 | $2,445-15.7% | $3,890-47.0% | $3,740-44.9% |
| Admin fee / account holder | $39 | $444-91.2% | $4,881-99.2% | $513-92.4% |