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 year Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $8,130 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,933 | $79,694-56.2% | $96,139-63.7% | $79,386-56.0% |
| Participation rate | 91.4% | 54.0%+37.4pp | 68.4%+23.0pp | 70.7%+20.7pp |
| Annual return | 22.50% | 40.84%-18.3pp | 191.94%-169.4pp | 116.85%-94.4pp |
| Employer contribution / active EE | $2,140 | $1,443+48.3% | $2,797-23.5% | $2,427-11.8% |
| Participant deferral / active EE | $3,739 | $2,539+47.3% | $4,349-14.0% | $4,046-7.6% |
| Admin fee / account holder | $50 | $630-92.0% | $5,537-99.1% | $626-91.9% |