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, LLC4 years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $6,182 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,612 | $95,274-84.7% | $135,903-89.2% | $74,419-80.4% |
| Participation rate | 58.0% | 78.2%-20.2pp | 81.9%-23.9pp | 70.7%-12.7pp |
| Annual return | 15.89% | 32.77%-16.9pp | 68.23%-52.3pp | 34.38%-18.5pp |
| Employer contribution / active EE | $735 | $3,874-81.0% | $4,856-84.9% | $2,637-72.1% |
| Participant deferral / active EE | $3,712 | $7,782-52.3% | $7,758-52.1% | $4,528-18.0% |
| Admin fee / account holder | $15 | $266-94.3% | $10,762-99.9% | $348-95.6% |