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 |
|---|---|---|
Service code 14 · EIN 63-0474674 908 BUTLER DRIVE · MOBILE, AL 36609 | Plan Administrator | $5,000 |
CERESA M FRENKEL PC1 year Service code 10 · EIN 72-1400033 6324 PICCADILLY SQUARE DRIVE · MOBILE, AL 36609 | Accounting | $5,000 |
KIMBERLY C WALKER PC4 years Service code 29 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Legal | $3,015 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,930 | $91,517-95.7% | $101,248-96.1% | $73,409-94.6% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | 1.29% | 17.17%-15.9pp | 46.47%-45.2pp | 59.29%-58.0pp |
| Employer contribution / active EE | $356 | $2,877-87.6% | $3,660-90.3% | $2,234-84.0% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $74 | $216-65.8% | $5,945-98.8% | $158-53.3% |