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 |
|---|---|---|
Service code 13 · EIN 65-0498809 | Contract Administrator | $110,234 |
ATLANTA CAPITAL MANAGEMENT5 years Service code 28 · EIN 58-2236910 | Investment Management | $85,632 |
Filed as: U.S REAL STATE INVESTMENT FUND, LLC Service code 28 · EIN 04-2895544 | Investment Management | $56,634 |
LAPADULA CARLSON & CO8 years Service code 10 · EIN 62-0292391 | Accounting | $56,132 |
ARNALL GOLDEN GREGORY LLP4 years Filed as: ARNALL, GOLDEN, GREGORY LPP Service code 29 · EIN 58-0543673 | Legal | $50,732 |
Service code 27 · EIN 13-3257590 | Advisory (Plan) | $40,984 |
NEWTOWER TRUST COMPANY7 years Filed as: NEW TOWER TRUST CO Service code 28 · EIN 30-0872552 | Investment Management | $37,854 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 19 · EIN 58-2432390 | Securities Custodian | $26,667 |
WEDGE CAPITAL MANAGEMENT7 years Filed as: WEDGE CAPITAL MANAGEMENT LLP Service code 28 · EIN 56-1557450 | Investment Management | $15,869 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,123 | $241,101-80.9% | $103,374-55.4% | $199,768-76.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 8.33% | 17.80%-9.5pp | 24.89%-16.6pp | 34.26%-25.9pp |
| Employer contribution / active EE | $5,431 | $4,244+28.0% | $3,869+40.4% | $3,037+78.9% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,058-100.0% | $5,090-100.0% |
| Admin fee / account holder | $433 | $288+50.6% | $8,394-94.8% | $269+61.0% |