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 SMITH5+ years Filed as: PIERCE FINANCIAL Service code 26 6465 N. QUAIL HOLLOW SUITE 200 · MEMPHIS, TN 38120 | Advisory (Participants) | $28,174 |
EMPLOYEE FIDUCIARY, LLC5+ years Filed as: EMPLOYEE FIDUCIARY Service code 15 1100 DAUPHIN STREET - SUITE B · MOBILE, AL 36604 | Recordkeeping | $1,600 |
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 | $27,019 | $66,124-59.1% | $90,404-70.1% | $73,488-63.2% |
| Participation rate | 82.7% | 69.7%+13.1pp | 72.7%+10.1pp | 70.7%+12.1pp |
| Annual return | 10.05% | 17.65%-7.6pp | 1293.02%-1283.0pp | 28.51%-18.5pp |
| Employer contribution / active EE | $1,653 | $2,346-29.6% | $3,262-49.3% | $2,270-27.2% |
| Participant deferral / active EE | $2,378 | $3,039-21.8% | $3,963-40.0% | $3,740-36.4% |
| Admin fee / account holder | $90 | $396-77.2% | $5,611-98.4% | $513-82.4% |