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 PC3 years Service code 10 · EIN 72-1400033 6324 PICCADILLY SQUARE DRIVE · MOBILE, AL 36609 | Accounting | $5,000 |
KIMBERLY C WALKER PC6 years Service code 29 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Legal | $4,149 |
Employer contribution per participant 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 | $3,838 | $64,119-94.0% | $112,228-96.6% | $66,914-94.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -9.79% | -13.81%+4.0pp | 27.45%-37.2pp | 1.58%-11.4pp |
| Employer contribution / active EE | $607 | $3,005-79.8% | $3,635-83.3% | $2,544-76.1% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $89 | $625-85.7% | $6,410-98.6% | $593-85.0% |