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 |
|---|---|---|
CARR, RIGGS & INGRAM, LLC2+ years Filed as: CARR RIGGS & INGRAM, LLC Service code 10 1117 BOLL WEEVIL CIRCLE · ENTERPRISE, AL 36331 | Accounting | $17,850 |
SUNTRUST BANKS, INC.2+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $4,120 |
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 | $164,550 | $36,916+345.7% | $156,549+5.1% | $57,658+185.4% |
| Participation rate | 72.6% | 63.4%+9.2pp | 84.0%-11.4pp | 70.2%+2.4pp |
| Annual return | 7.48% | 12.38%-4.9pp | 32.23%-24.7pp | 5.13%+2.3pp |
| Employer contribution / active EE | $2,081 | $1,571+32.5% | $5,501-62.2% | $1,974+5.4% |
| Participant deferral / active EE | $4,665 | $1,926+142.2% | $4,871-4.2% | $3,061+52.4% |
| Admin fee / account holder | $103 | $82+24.5% | $13,027-99.2% | $95+8.6% |