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, LLC1 year Service code 15 · EIN 20-1581859 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $6,609 |
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 | $25,998 | $80,753-67.8% | $136,294-80.9% | $62,292-58.3% |
| Participation rate | 90.3% | 73.5%+16.8pp | 81.9%+8.4pp | 69.5%+20.8pp |
| Annual return | 23.93% | 35.83%-11.9pp | 5155.94%-5132.0pp | 28.90%-5.0pp |
| Employer contribution / active EE | $4,904 | $2,884+70.1% | $4,695+4.4% | $2,042+140.1% |
| Participant deferral / active EE | $6,674 | $5,164+29.2% | $6,247+6.8% | $3,169+110.6% |
| Admin fee / account holder | $43 | $525-91.8% | $9,243-99.5% | $479-91.0% |