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, LLC2+ years Service code 15 · EIN 61-1579239 250 STATTE STREET · MOBILE, AL 36603 | Recordkeeping | $20,877 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $9,908 | $89,282-88.9% | $94,646-89.5% | $74,419-86.7% |
| Participation rate | 6.9% | 82.4%-75.5pp | 80.8%-73.9pp | 70.7%-63.8pp |
| Annual return | 45.45% | 25.96%+19.5pp | 156.71%-111.3pp | 34.38%+11.1pp |
| Employer contribution / active EE | $0 | $3,022-100.0% | $3,672-100.0% | $2,637-100.0% |
| Participant deferral / active EE | $748 | $8,425-91.1% | $7,418-89.9% | $4,528-83.5% |
| Admin fee / account holder | $127 | $219-41.8% | $7,231-98.2% | $348-63.4% |