Filed September 23, 2026
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, LLC2 years Filed as: EMPLOYEE FIDUCIARY Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $6,136 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,490 | $67,984-24.3% | $65,493-21.4% | $74,304-30.7% |
| Participation rate | 94.5% | 66.3%+28.2pp | 73.1%+21.4pp | 60.3%+34.2pp |
| Annual return | 15.10% | 19.87%-4.8pp | 982.45%-967.3pp | 29.43%-14.3pp |
| Employer contribution / active EE | $3,520 | $2,491+41.3% | $2,574+36.7% | $2,241+57.1% |
| Participant deferral / active EE | $6,188 | $3,346+84.9% | $3,961+56.2% | $3,767+64.3% |
| Admin fee / account holder | $39 | $1,373-97.2% | $5,028-99.2% | $2,969-98.7% |