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 |
|---|---|---|
Service code 26 1600 PENNSYLVANIA AVE · MCDONOUGH, GA 30253 | Advisory (Participants) | $6,804 |
Participant contribution per participant 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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,472 | $104,475-95.7% | $159,436-97.2% | $79,386-94.4% |
| Participation rate | 86.5% | 76.6%+9.8pp | 82.8%+3.6pp | 70.7%+15.8pp |
| Annual return | 16.85% | 67.95%-51.1pp | 263.57%-246.7pp | 116.85%-100.0pp |
| Employer contribution / active EE | $1,115 | $3,417-67.4% | $4,829-76.9% | $2,427-54.1% |
| Participant deferral / active EE | $1,118 | $6,467-82.7% | $7,352-84.8% | $4,046-72.4% |
| Admin fee / account holder | $50 | $711-92.9% | $10,799-99.5% | $626-92.0% |