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 9-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 15 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $10,201 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,210 | $61,156-1.5% | $185,823-67.6% | $79,386-24.2% |
| Participation rate | 85.3% | 66.6%+18.7pp | 81.7%+3.6pp | 70.7%+14.6pp |
| Annual return | 16.93% | 19.45%-2.5pp | 122.05%-105.1pp | 116.85%-99.9pp |
| Employer contribution / active EE | $1,251 | $2,321-46.1% | $5,167-75.8% | $2,427-48.5% |
| Participant deferral / active EE | $2,919 | $2,789+4.7% | $5,568-47.6% | $4,046-27.9% |
| Admin fee / account holder | $123 | $710-82.6% | $16,237-99.2% | $626-80.3% |