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 |
|---|---|---|
CERESA M FRENKEL PC4 years Service code 10 · EIN 72-1400033 6324 PICCADILLY SQUARE DRIVE · MOBILE, AL 36609 | Accounting | $5,500 |
Service code 14 · EIN 63-0474674 908 BUTLER DRIVE · MOBILE, AL 36609 | Plan Administrator | $5,417 |
KIMBERLY C WALKER PC7 years Service code 29 · EIN 46-5592911 14438 SCENIC HIGHWAY 98 · FAIRHOPE, AL 36532 | Legal | $5,152 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,205 | $76,670-94.5% | $96,683-95.7% | $71,457-94.1% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | 4.79% | 48.29%-43.5pp | 35.69%-30.9pp | 28.85%-24.1pp |
| Employer contribution / active EE | $928 | $3,031-69.4% | $3,737-75.2% | $2,588-64.1% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $105 | $2,028-94.8% | $6,730-98.4% | $1,587-93.4% |