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 |
|---|---|---|
WILSON LEWIS, LLC3 years Service code 10 · EIN 58-2466648 6650 SUGARLOAF PKWY 900 · DULUTH, GA 30097 | Accounting | $53,385 |
ADAMS CAPITAL, LLC3 years Service code 34 · EIN 81-1724151 600 GALLERY PKWY 1850 · ATLANTA, GA 30339 | Valuation (appraisals, etc.) | $35,000 |
TROUTMAN SANDERS LLP1 year Filed as: TROUTMAN PEPPER, LLP Service code 29 · EIN 58-0946915 P.O. BOX 933652 · ATLANTA, GA 31193 | Legal | $19,635 |
AGL CPA GROUP1 year Filed as: AGL CPA GROUP, LLC Service code 10 · EIN 47-1077462 1870 BUFORD HIGHWAY · DULUTH, GA 30097 | Accounting | $11,000 |
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 | $165,319 | $61,473+168.9% | $81,930+101.8% | $73,409+125.2% |
| Participation rate | 100.0% | 72.4%+27.6pp | 72.0%+28.0pp | 72.2%+27.8pp |
| Annual return | 0.35% | 28.26%-27.9pp | 29.49%-29.1pp | 59.29%-58.9pp |
| Employer contribution / active EE | $6,863 | $1,898+261.6% | $4,310+59.2% | $2,234+207.2% |
| Participant deferral / active EE | $0 | $3,080-100.0% | $7,107-100.0% | $3,805-100.0% |
| Admin fee / account holder | $302 | $125+140.8% | $5,158-94.1% | $158+91.4% |