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 Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $5,906 |
Annual investment return 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,213 | $85,766-78.8% | $136,294-86.6% | $70,131-74.0% |
| Participation rate | 94.7% | 74.2%+20.6pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 10.55% | 31.45%-20.9pp | 5155.94%-5145.4pp | 73.14%-62.6pp |
| Employer contribution / active EE | $765 | $2,966-74.2% | $4,695-83.7% | $2,342-67.3% |
| Participant deferral / active EE | $2,655 | $5,051-47.4% | $6,247-57.5% | $3,332-20.3% |
| Admin fee / account holder | $54 | $5,420-99.0% | $9,243-99.4% | $4,645-98.8% |