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 9-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 |
|---|---|---|
Service code 27 2 RAVINIA DR STE 1625 · ATLANTA, GA 30346 | Advisory (Plan) | $40,865 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $1,120 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,739 | $58,101-24.7% | $118,925-63.2% | $73,409-40.4% |
| Participation rate | 52.4% | 56.1%-3.8pp | 75.4%-23.0pp | 72.2%-19.8pp |
| Annual return | 13.93% | 20.56%-6.6pp | 35.88%-22.0pp | 59.29%-45.4pp |
| Employer contribution / active EE | $185 | $1,445-87.2% | $3,263-94.3% | $2,234-91.7% |
| Participant deferral / active EE | $1,368 | $2,400-43.0% | $4,265-67.9% | $3,805-64.0% |
| Admin fee / account holder | $220 | $138+59.2% | $6,581-96.7% | $158+39.2% |