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 8-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 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $7,079 |
Filed as: INTEGRATED FINANCIAL PLANNING Service code 20 203 S. MAIN STREET · GOSHEN, IN 46526 | Trustee (individual) | $5,500 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,199 | $61,156-34.3% | $185,823-78.4% | $79,386-49.4% |
| Participation rate | 99.2% | 66.6%+32.5pp | 81.7%+17.5pp | 70.7%+28.5pp |
| Annual return | 17.35% | 19.45%-2.1pp | 122.05%-104.7pp | 116.85%-99.5pp |
| Employer contribution / active EE | $3,665 | $2,321+57.9% | $5,167-29.1% | $2,427+51.0% |
| Participant deferral / active EE | $2,858 | $2,789+2.5% | $5,568-48.7% | $4,046-29.4% |
| Admin fee / account holder | $85 | $710-88.0% | $16,237-99.5% | $626-86.4% |