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 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $10,736 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,381 | $99,957-87.6% | $149,696-91.7% | $73,488-83.2% |
| Participation rate | 86.6% | 75.7%+10.9pp | 82.5%+4.2pp | 70.7%+15.9pp |
| Annual return | 5.69% | 53.87%-48.2pp | 276.60%-270.9pp | 28.51%-22.8pp |
| Employer contribution / active EE | $528 | $3,191-83.4% | $4,644-88.6% | $2,270-76.7% |
| Participant deferral / active EE | $4,830 | $6,073-20.5% | $6,842-29.4% | $3,740+29.2% |
| Admin fee / account holder | $43 | $551-92.1% | $9,309-99.5% | $513-91.6% |