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 7-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 |
|---|---|---|
SWERDLIN & COMPANY1 year Service code 12 5901 PEACHTREE DUNWOODY RD. · ATLANTA, GA 30328 | Claims processing; Distribution (12b-... | $58,267 |
MPI1 year Service code 34 · EIN 21-0686362 | Valuation (appraisals, etc.); Direct ... | $41,900 |
KRIEG DEVAULT LLP1 year Filed as: KRIEG DEVAULT, LLP Service code 29 · EIN 35-1055087 | Legal | $33,944 |
ESOP FIDUCIARIES1 year Filed as: ESOP FUDICIARIES Service code 21 · EIN 82-1679944 | Bank Trustee | $30,000 |
Filed as: FINTRUST CAPITAL ADVISORS Service code 28 · EIN 56-1989135 | Investment Management | $26,000 |
PFG5+ years Service code 15 · EIN 42-0127290 | Recordkeeping | $17,877 |
FEDEX1 year Service code 49 · EIN 71-0562003 | Other Services | $5,165 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,376-100.0% | $87,100-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 75.3%-75.3pp | 76.9%-76.9pp | 70.2%-70.2pp |
| Annual return | -24.09% | 31.27%-55.4pp | 28.19%-52.3pp | 29.38%-53.5pp |
| Employer contribution / active EE | $6,867 | $1,822+276.8% | $2,521+172.3% | $2,177+215.5% |
| Participant deferral / active EE | $0 | $3,388-100.0% | $4,049-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $520-100.0% | $7,497-100.0% | $847-100.0% |