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 & ASSOC LTD Service code 27 · EIN 58-2189215 | Advisory (Plan) | $14,418 |
Service code 37 · EIN 04-2647786 | Loan Processing | $431 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $66,164 | $98,750-33.0% | $149,696-55.8% | $79,858-17.1% |
| Participation rate | 72.9% | 75.8%-2.9pp | 82.5%-9.6pp | 69.6%+3.3pp |
| Annual return | 14.04% | 27.43%-13.4pp | 276.60%-262.6pp | 31.71%-17.7pp |
| Employer contribution / active EE | $1,341 | $3,216-58.3% | $4,644-71.1% | $2,471-45.7% |
| Participant deferral / active EE | $6,755 | $5,680+18.9% | $6,842-1.3% | $3,740+80.6% |
| Admin fee / account holder | $148 | $6,053-97.5% | $9,309-98.4% | $5,306-97.2% |