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, LLC4 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $18,822 |
Service code 10 605 LAKE STREET #6 · SPIRIT LAKE, IA 51360 | Accounting | $10,450 |
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 | $35,488 | $45,031-21.2% | $84,966-58.2% | $77,643-54.3% |
| Participation rate | 29.6% | 48.7%-19.1pp | 67.5%-37.9pp | 70.6%-41.0pp |
| Annual return | 14.91% | 79.22%-64.3pp | 66.38%-51.5pp | 31.24%-16.3pp |
| Employer contribution / active EE | $850 | $1,609-47.2% | $2,727-68.8% | $2,726-68.8% |
| Participant deferral / active EE | $1,393 | $2,807-50.4% | $4,519-69.2% | $4,647-70.0% |
| Admin fee / account holder | $128 | $912-86.0% | $6,149-97.9% | $430-70.3% |