See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
SMITH & HOWARD, PC3 years Filed as: SMITH BROTHERS FINANCIAL Service code 27 · EIN 06-1517948 | Advisory (Plan) | $36,933 |
TIAA6 years Service code 13 · EIN 13-1624203 | Contract Administrator | $32,851 |
PASI, LLC1 year Filed as: PASI LLC Service code 99 · EIN 26-1407927 | Other Fees | $7,955 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,646 | $101,317+0.3% | $146,958-30.8% | $74,495+36.4% |
| Participation rate | 86.3% | 75.5%+10.7pp | 82.2%+4.1pp | 67.2%+19.1pp |
| Annual return | 14.63% | 8730.91%-8716.3pp | 418.34%-403.7pp | 1364.94%-1350.3pp |
| Employer contribution / active EE | $5,843 | $3,810+53.4% | $4,933+18.5% | $2,623+122.8% |
| Participant deferral / active EE | $7,410 | $7,303+1.5% | $8,070-8.2% | $4,346+70.5% |
| Admin fee / account holder | $338 | $1,739-80.6% | $12,998-97.4% | $1,942-82.6% |