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 |
|---|---|---|
RIDGEWORTH1 year Filed as: MONTAG & CADWELL INC. Service code 28 · EIN 58-1022504 | Investment Management | $23,784 |
WELLS FARGO BANK, N.A.1 year Service code 21 · EIN 94-1347393 | Bank Trustee | $15,696 |
MARTIN STARNES & ASSOCIATES1 year Filed as: MARTIN STARNES & ASSOCIATES INC. Service code 10 · EIN 16-1644734 | Accounting | $10,500 |
Filed as: RAYMOND JAMES & ASSOCIATES INC. Service code 28 · EIN 59-1237041 | Investment Management | $7,681 |
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 | $94,306 | $57,354+64.4% | $83,848+12.5% | $64,186+46.9% |
| Participation rate | 98.8% | 68.6%+30.2pp | 76.1%+22.7pp | 69.6%+29.3pp |
| Annual return | -5.67% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $4,706 | $2,545+84.9% | $3,631+29.6% | $2,381+97.7% |
| Participant deferral / active EE | $0 | $2,993-100.0% | $4,082-100.0% | $3,470-100.0% |
| Admin fee / account holder | $506 | $4,046-87.5% | $5,478-90.8% | $4,888-89.7% |