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 AND ASSOC Service code 27 3735 CHEROKEE STREET · KENNESAW, GA 30144 | Advisory (Plan) | $14,882 |
Filed as: GREAT- WEST LIFE & ANNUITY INS Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $5,287 |
Filed as: TRANSAMERICA RETIRMENT SOLUTIONS, L Service code 15 · EIN 13-3689044 | Recordkeeping | $4,802 |
Service code 13 · EIN 83-4452620 P O BOX 24628 · KNOXVILLE, TN 37933 | Contract Administrator | $1,950 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $495 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,243 | $102,553-83.2% | $151,611-88.6% | $66,914-74.2% |
| Participation rate | 63.2% | 85.5%-22.3pp | 87.5%-24.3pp | 69.8%-6.6pp |
| Annual return | -13.81% | -10.82%-3.0pp | 3.33%-17.1pp | 1.58%-15.4pp |
| Employer contribution / active EE | $2,244 | $4,180-46.3% | $6,166-63.6% | $2,544-11.8% |
| Participant deferral / active EE | $4,051 | $6,641-39.0% | $8,363-51.6% | $4,237-4.4% |
| Admin fee / account holder | $224 | $630-64.5% | $11,616-98.1% | $593-62.3% |