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 3-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+ years Service code 15 · EIN 61-1579239 250 STATTE STREET · MOBILE, AL 36603 | Recordkeeping | $12,835 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,074 | $64,612-90.6% | $86,436-93.0% | $64,808-90.6% |
| Participation rate | 6.2% | 81.5%-75.2pp | 80.3%-74.1pp | 71.5%-65.2pp |
| Annual return | 0.00% | 0.66%-0.7pp | 4394.89%-4394.9pp | 32.82%-32.8pp |
| Employer contribution / active EE | $0 | $2,744-100.0% | $3,769-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $603 | $7,497-92.0% | $6,952-91.3% | $4,310-86.0% |
| Admin fee / account holder | $96 | $169-43.3% | $6,731-98.6% | $188-49.0% |