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 9-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 |
|---|---|---|
PIERCE, FENNER AND SMITH3+ years Filed as: PIERCE FINANCIAL Service code 26 6465 N. QUAIL HOLLOW SUITE 200 · MEMPHIS, TN 38120 | Advisory (Participants) | $23,077 |
EMPLOYEE FIDUCIARY, LLC3+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 1100 DAUPHIN STREET - SUITE B · MOBILE, AL 36604 | Recordkeeping | $1,550 |
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 | $23,018 | $44,873-48.7% | $79,464-71.0% | $56,287-59.1% |
| Participation rate | 83.9% | 68.7%+15.2pp | 73.3%+10.6pp | 69.9%+14.1pp |
| Annual return | 8.39% | 0.81%+7.6pp | 718.14%-709.8pp | -9.96%+18.3pp |
| Employer contribution / active EE | $1,138 | $2,140-46.8% | $2,800-59.3% | $2,111-46.1% |
| Participant deferral / active EE | $2,201 | $2,746-19.8% | $3,704-40.6% | $3,350-34.3% |
| Admin fee / account holder | $79 | $418-81.1% | $5,113-98.5% | $521-84.8% |