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 14 · EIN 01-0233346 | Plan Administrator | $27,720 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 100 CRESCENT CENTRE PARKWAY · TUCKER, GA 30084 | Plan Administrator | $16,625 |
Filed as: QUINN, CONNOR, WEAVER,DAVIES & ROU Service code 29 · EIN 58-1368590 | Legal | $8,170 |
AGH WEALTH ADVISORS, LLC2+ years Filed as: AGH, LLC Service code 10 · EIN 58-2588678 | Accounting | $7,100 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,522 | $60,545-85.9% | $92,233-90.8% | $69,631-87.8% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.5%+23.5pp | 70.7%+29.3pp |
| Annual return | 10.66% | 19.71%-9.0pp | 176.28%-165.6pp | 27571.02%-27560.4pp |
| Employer contribution / active EE | $2,054 | $2,633-22.0% | $3,679-44.2% | $2,032+1.1% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $202 | $145+39.3% | $5,194-96.1% | $110+82.6% |