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 SMITH4+ years Filed as: PIERCE FINANCIAL Service code 26 6465 N. QUAIL HOLLOW SUITE 200 · MEMPHIS, TN 38120 | Advisory (Participants) | $25,031 |
EMPLOYEE FIDUCIARY, LLC4+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 1100 DAUPHIN STREET - SUITE B · MOBILE, AL 36604 | Recordkeeping | $2,450 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,396 | $51,620-52.7% | $90,281-73.0% | $65,185-62.6% |
| Participation rate | 81.7% | 68.6%+13.0pp | 73.3%+8.4pp | 70.2%+11.5pp |
| Annual return | 4.22% | 24.94%-20.7pp | 78.10%-73.9pp | 29.38%-25.2pp |
| Employer contribution / active EE | $1,586 | $2,235-29.0% | $2,854-44.4% | $2,177-27.1% |
| Participant deferral / active EE | $2,272 | $2,871-20.9% | $3,885-41.5% | $3,514-35.3% |
| Admin fee / account holder | $86 | $384-77.7% | $5,351-98.4% | $847-89.9% |