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 |
|---|---|---|
RIDGEWORTH3+ years Filed as: MONTAG & CADWELL, INC. Service code 28 · EIN 58-1022504 | Investment Management | $23,847 |
WELLS FARGO BANK, N.A.3+ years Filed as: WELLS FARGO BANK, N. A. Service code 21 · EIN 94-1347393 | Bank Trustee | $15,408 |
MARTIN STARNES & ASSOCIATES1 year Service code 10 · EIN 16-1644734 | Accounting | $10,500 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 28 · EIN 59-1237041 | Investment Management | $10,101 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $118,448 | $63,346+87.0% | $92,233+28.4% | $70,131+68.9% |
| Participation rate | 98.8% | 68.7%+30.1pp | 76.5%+22.3pp | 69.5%+29.2pp |
| Annual return | 15.65% | 530.12%-514.5pp | 176.28%-160.6pp | 73.14%-57.5pp |
| Employer contribution / active EE | $5,309 | $2,471+114.8% | $3,679+44.3% | $2,342+126.6% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $525 | $3,840-86.3% | $5,194-89.9% | $4,645-88.7% |