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 |
|---|---|---|
TROUTMAN SANDERS LLP4 years Filed as: TROUTMAN PEPPER, LLP Service code 29 · EIN 58-0946915 P.O. BOX 933652 · ATLANTA, GA 31193 | Legal | $67,476 |
WILSON LEWIS, LLC6 years Service code 14 · EIN 58-2466648 6650 SUGARLOAF PKWY 900 · DULUTH, GA 30097 | Plan Administrator | $44,820 |
ADAMS CAPITAL, LLC6 years Service code 34 · EIN 81-1724151 600 GALLERY PKWY 1850 · ATLANTA, GA 30339 | Valuation (appraisals, etc.) | $35,000 |
Service code 14 · EIN 13-4238973 154 HANSEN RD, STE 102 · CHARLOTTESVILLE, VA 22911 | Plan Administrator | $18,650 |
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 | $179,252 | $69,823+156.7% | $77,163+132.3% | $74,419+140.9% |
| Participation rate | 100.0% | 70.0%+30.0pp | 69.6%+30.4pp | 70.7%+29.3pp |
| Annual return | -8.18% | 19.98%-28.2pp | 37.87%-46.1pp | 34.38%-42.6pp |
| Employer contribution / active EE | $6,169 | $2,150+186.9% | $2,535+143.4% | $2,637+133.9% |
| Participant deferral / active EE | $0 | $3,558-100.0% | $3,833-100.0% | $4,528-100.0% |
| Admin fee / account holder | $370 | $398-6.8% | $5,472-93.2% | $348+6.5% |