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 |
|---|---|---|
Filed as: FAMILY ASSET MANAGEMENT, LLC Service code 15 · EIN 20-0273986 | Recordkeeping | $22,859 |
BURR FORMAN LLP1 year Filed as: BURR & FORMAN, LLP Service code 15 · EIN 63-0322727 | Recordkeeping | $6,755 |
ADP BROKER-DEALER1 year Filed as: ADP, INC. Service code 15 · EIN 13-3036745 | Recordkeeping | $1,672 |
ADP BROKER-DEALER2 years Service code 59 · EIN 22-3319984 | Shareholder Servicing | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $24,253 | $35,986-32.6% | $77,482-68.7% | $73,488-67.0% |
| Participation rate | 60.2% | 40.8%+19.3pp | 54.2%+6.0pp | 70.7%-10.5pp |
| Annual return | 20.35% | 19.26%+1.1pp | 54.79%-34.4pp | 28.51%-8.2pp |
| Employer contribution / active EE | $1,221 | $557+119.1% | $986+23.8% | $2,270-46.2% |
| Participant deferral / active EE | $952 | $1,198-20.5% | $1,861-48.8% | $3,740-74.5% |
| Admin fee / account holder | $214 | $466-54.1% | $2,858-92.5% | $513-58.4% |