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 |
|---|---|---|
Filed as: HENSSLER ASSET MANAGEMENT Service code 27 · EIN 58-2380817 | Advisory (Plan) | $11,728 |
RETIREMENT STRATEGIES, INC.4+ years Filed as: RETIREMENT STRATEGIES Service code 17 · EIN 58-2380163 | Pension Consulting | $6,631 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $930 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $27,683 | $61,214-54.8% | $83,333-66.8% | $56,287-50.8% |
| Participation rate | 84.9% | 72.6%+12.3pp | 77.8%+7.1pp | 69.9%+15.0pp |
| Annual return | -5.50% | 0.42%-5.9pp | 10.63%-16.1pp | -9.96%+4.5pp |
| Employer contribution / active EE | $930 | $1,925-51.7% | $3,379-72.5% | $2,111-55.9% |
| Participant deferral / active EE | $1,953 | $5,091-61.6% | $5,565-64.9% | $3,350-41.7% |
| Admin fee / account holder | $121 | $512-76.3% | $7,510-98.4% | $521-76.8% |