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, LLC3 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $14,802 |
Service code 10 605 LAKE STREET #6 · SPIRIT LAKE, IA 51360 | Accounting | $9,900 |
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 | $31,723 | $40,385-21.4% | $80,569-60.6% | $74,419-57.4% |
| Participation rate | 43.8% | 47.4%-3.6pp | 67.0%-23.2pp | 70.7%-27.0pp |
| Annual return | 19.86% | 164.85%-145.0pp | 935.43%-915.6pp | 34.38%-14.5pp |
| Employer contribution / active EE | $1,360 | $1,496-9.1% | $2,723-50.1% | $2,637-48.4% |
| Participant deferral / active EE | $2,228 | $2,674-16.7% | $4,447-49.9% | $4,528-50.8% |
| Admin fee / account holder | $117 | $720-83.8% | $5,377-97.8% | $348-66.5% |