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 |
|---|---|---|
SUNTRUST BANKS, INC.1 year Filed as: STERLING FINANCIAL GROUP, LTD Service code 15 4965 US HIGHWAY 42 · LOUISVILLE, KY 40222 | Recordkeeping | $16,435 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $10,037 |
FI401K ADVISORS LLC1 year Service code 15 6041 S. SYRACUSE WAY, STE 200 · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $5,087 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $43,515 | $44,873-3.0% | $79,464-45.2% | $56,287-22.7% |
| Participation rate | 82.4% | 68.7%+13.6pp | 73.3%+9.0pp | 69.9%+12.5pp |
| Annual return | -2.84% | 0.81%-3.6pp | 718.14%-721.0pp | -9.96%+7.1pp |
| Employer contribution / active EE | $1,011 | $2,140-52.8% | $2,800-63.9% | $2,111-52.1% |
| Participant deferral / active EE | $1,889 | $2,746-31.2% | $3,704-49.0% | $3,350-43.6% |
| Admin fee / account holder | $311 | $418-25.8% | $5,113-93.9% | $521-40.4% |