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 9-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 |
|---|---|---|
ADAMS CAPITAL, LLC2 years Service code 34 · EIN 81-1724151 600 GALLERY PKWY 1850 · ATLANTA, GA 30339 | Valuation (appraisals, etc.) | $35,000 |
WILSON LEWIS, LLC2 years Service code 10 · EIN 58-2466648 6650 SUGARLOAF PKWY 900 · DULUTH, GA 30097 | Accounting | $32,300 |
TMI CPA, P.C.2 years Filed as: TMI, CPA Service code 10 · EIN 47-2426908 150 MOTOR PKWY, STE. 401 · HAUPPAUGE, NY 11788 | Accounting | $12,546 |
TROUTMAN SANDERS LLP2 years Filed as: TROUTMAN SANDERS, LLP Service code 29 · EIN 58-0946915 P.O. BOX 933652 · ATLANTA, GA 31193 | Legal | $10,791 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,367 | $50,666+372.4% | $76,817+211.6% | $65,185+267.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 72.1%+27.9pp | 70.2%+29.8pp |
| Annual return | 17.23% | 28.51%-11.3pp | 1166.11%-1148.9pp | 29.38%-12.1pp |
| Employer contribution / active EE | $8,975 | $1,575+469.9% | $2,302+289.9% | $2,177+312.4% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $3,336-100.0% | $3,514-100.0% |
| Admin fee / account holder | $336 | $463-27.5% | $6,420-94.8% | $847-60.4% |