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: CARR, RIGGS & INGRAM Service code 10 5909 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Accounting | $10,228 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,925 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $89,272 | $75,284+18.6% | $91,001-1.9% | $69,631+28.2% |
| Participation rate | 90.5% | 80.4%+10.1pp | 75.6%+14.9pp | 70.7%+19.8pp |
| Annual return | 13.54% | 48.40%-34.9pp | 4.60%+8.9pp | 27571.02%-27557.5pp |
| Employer contribution / active EE | $2,852 | $2,473+15.3% | $2,456+16.1% | $2,032+40.3% |
| Participant deferral / active EE | $4,106 | $3,700+11.0% | $3,547+15.8% | $3,224+27.4% |
| Admin fee / account holder | $0 | $111-100.0% | $5,417-100.0% | $110-100.0% |