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, LLC3 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $15,852 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,794 | $84,487-86.0% | $125,339-90.6% | $66,914-82.4% |
| Participation rate | 93.8% | 76.4%+17.4pp | 82.4%+11.4pp | 69.8%+24.0pp |
| Annual return | -8.75% | -8.39%-0.4pp | 572.05%-580.8pp | 1.58%-10.3pp |
| Employer contribution / active EE | $1,546 | $3,553-56.5% | $4,814-67.9% | $2,544-39.2% |
| Participant deferral / active EE | $5,793 | $6,781-14.6% | $7,446-22.2% | $4,237+36.7% |
| Admin fee / account holder | $43 | $685-93.7% | $10,010-99.6% | $593-92.7% |