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, LLC5+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $5,443 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $19,211 | $98,750-80.5% | $149,696-87.2% | $79,858-75.9% |
| Participation rate | 87.2% | 75.8%+11.4pp | 82.5%+4.7pp | 69.6%+17.5pp |
| Annual return | 2.76% | 27.43%-24.7pp | 276.60%-273.8pp | 31.71%-29.0pp |
| Employer contribution / active EE | $309 | $3,216-90.4% | $4,644-93.4% | $2,471-87.5% |
| Participant deferral / active EE | $2,573 | $5,680-54.7% | $6,842-62.4% | $3,740-31.2% |
| Admin fee / account holder | $60 | $6,053-99.0% | $9,309-99.4% | $5,306-98.9% |