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 5-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 49 · EIN 04-1590850 | Other Services | $253,937 |
Service code 53 · EIN 52-2114207 | Insurance Commissions | $62,726 |
DANE COOPER1+ years Service code 53 3550 LENOX RD NE STE 1100 · ATLANTA, GA 30326 | Insurance Commissions | $23,567 |
COHN REZNICK LLP1+ years Service code 10 · EIN 22-1478099 | Accounting | $18,000 |
JAMES A. REICHERT1+ years Filed as: JAMES PAYNE Service code 53 3550 LENOX RD NE STE 1100 · ATLANTA, GA 30326 | Insurance Commissions | $15,711 |
AMERICAN FUNDS1+ years Service code 52 · EIN 95-2817150 | Indirect Investment Fees | $0 |
BAIRD FUNDS1+ years Service code 52 · EIN 39-6037917 | Indirect Investment Fees | $0 |
DIMENSIONAL FUND ADVISORS1+ years Service code 52 · EIN 36-3129984 | Indirect Investment Fees | $0 |
JANUS HENDERSON1+ years Service code 52 · EIN 84-0592523 | Indirect Investment Fees | $0 |
PRINCIPAL INVESTORS1+ years Service code 52 · EIN 91-1801401 | Indirect Investment Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $59,919 | $78,781-23.9% | $100,516-40.4% | $73,409-18.4% |
| Participation rate | 83.2% | 80.0%+3.2pp | 79.4%+3.8pp | 72.2%+11.1pp |
| Annual return | 13.11% | 31.69%-18.6pp | 30.89%-17.8pp | 59.29%-46.2pp |
| Employer contribution / active EE | $0 | $2,420-100.0% | $3,418-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $3,929 | $6,537-39.9% | $6,270-37.3% | $3,805+3.3% |
| Admin fee / account holder | $210 | $145+44.4% | $8,081-97.4% | $158+32.9% |