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 |
|---|---|---|
EMPLOYEE FIDUCIARY, LLC8 years Service code 15 · EIN 20-1581859 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $9,988 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,884 | $101,499-54.8% | $147,005-68.8% | $74,546-38.4% |
| Participation rate | 84.4% | 75.5%+8.9pp | 82.2%+2.3pp | 67.2%+17.2pp |
| Annual return | 22.78% | 8732.34%-8709.6pp | 418.76%-396.0pp | 1366.03%-1343.3pp |
| Employer contribution / active EE | $3,428 | $3,811-10.0% | $4,934-30.5% | $2,624+30.6% |
| Participant deferral / active EE | $7,700 | $7,304+5.4% | $8,070-4.6% | $4,347+77.1% |
| Admin fee / account holder | $45 | $1,748-97.4% | $13,006-99.7% | $1,944-97.7% |