See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC2 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $14,593 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,204 | $101,317-56.4% | $146,958-69.9% | $74,495-40.7% |
| Participation rate | 87.7% | 75.5%+12.2pp | 82.2%+5.6pp | 67.2%+20.5pp |
| Annual return | 30.37% | 8730.91%-8700.5pp | 418.34%-388.0pp | 1364.94%-1334.6pp |
| Employer contribution / active EE | $4,795 | $3,810+25.9% | $4,933-2.8% | $2,623+82.8% |
| Participant deferral / active EE | $8,871 | $7,303+21.5% | $8,070+9.9% | $4,346+104.1% |
| Admin fee / account holder | $94 | $1,739-94.6% | $12,998-99.3% | $1,942-95.2% |