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+ years Filed as: EMPLOYEE FIDUCIARY LLC Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $8,559 |
DAVIDSON, DOYLE & HILTON, LLP1+ years Filed as: DAVID DOYLE HILTON Service code 10 · EIN 54-1953476 PO BOX 800 · LYNCHBURG, VA 245050800 | Accounting | $5,800 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 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 | $29,894 | $57,108-47.7% | $94,224-68.3% | $52,331-42.9% |
| Participation rate | 32.1% | 72.9%-40.8pp | 78.8%-46.7pp | 68.1%-36.0pp |
| Annual return | -1.69% | 1.47%-3.2pp | 10.68%-12.4pp | 4.54%-6.2pp |
| Employer contribution / active EE | $0 | $1,735-100.0% | $3,587-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,074 | $3,040-64.7% | $4,320-75.1% | $3,022-64.5% |
| Admin fee / account holder | $175 | $546-68.0% | $6,269-97.2% | $592-70.4% |