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 |
|---|---|---|
Filed as: G.W. HENSSLER & ASSOCIATES LTD Service code 26 · EIN 58-2189215 3735 CHEROKEE STREET · KENNESAW, GA 30144 | Advisory (Participants) | $24,616 |
Service code 15 · EIN 01-0233346 5415 SUGARLOAF PKWY STE 2201 · LAWRENCEVILLE, GA 30043 | Recordkeeping | $108 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $290,620 | $102,317+184.0% | $146,958+97.8% | $80,856+259.4% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.2%+15.0pp | 67.6%+29.5pp |
| Annual return | 56.45% | 134.76%-78.3pp | 418.34%-361.9pp | 35.59%+20.9pp |
| Employer contribution / active EE | $8,279 | $3,713+123.0% | $4,933+67.8% | $2,755+200.5% |
| Participant deferral / active EE | $10,041 | $6,644+51.1% | $8,070+24.4% | $4,296+133.7% |
| Admin fee / account holder | $0 | $7,941-100.0% | $12,998-100.0% | $6,918-100.0% |