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, LLC6 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $16,089 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,966 | $108,549+16.0% | $156,263-19.4% | $85,563+47.2% |
| Participation rate | 37.6% | 77.1%-39.5pp | 78.9%-41.3pp | 66.0%-28.3pp |
| Annual return | 14.88% | 21.79%-6.9pp | 59.47%-44.6pp | 31.51%-16.6pp |
| Employer contribution / active EE | $1,931 | $2,690-28.2% | $4,333-55.4% | $2,654-27.2% |
| Participant deferral / active EE | $2,470 | $4,800-48.5% | $6,158-59.9% | $4,375-43.5% |
| Admin fee / account holder | $65 | $650-90.0% | $14,255-99.5% | $834-92.2% |