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 |
|---|---|---|
SMITH & HOWARD, PC2 years Filed as: SMITH BROTHERS FINANCIAL Service code 27 · EIN 06-1517948 | Advisory (Plan) | $26,424 |
TIAA5 years Service code 13 · EIN 13-1624203 | Contract Administrator | $23,628 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,113 | $91,407-6.9% | $135,903-37.4% | $71,457+19.1% |
| Participation rate | 90.2% | 75.7%+14.5pp | 81.9%+8.3pp | 67.9%+22.3pp |
| Annual return | 18.68% | 29.90%-11.2pp | 68.23%-49.5pp | 28.85%-10.2pp |
| Employer contribution / active EE | $6,500 | $3,703+75.5% | $4,856+33.8% | $2,588+151.2% |
| Participant deferral / active EE | $8,233 | $7,092+16.1% | $7,758+6.1% | $4,289+92.0% |
| Admin fee / account holder | $220 | $1,266-82.6% | $10,762-98.0% | $1,587-86.2% |