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, LLC3+ years Filed as: CARR RIGGS & INGRAM, LLC Service code 10 2633 CENTENNIAL BLVD STE 200 · TALLAHASSEE, FL 32308 | Accounting | $17,950 |
SUNTRUST BANKS, INC.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $5,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $189,492 | $46,173+310.4% | $170,442+11.2% | $69,631+172.1% |
| Participation rate | 67.2% | 63.9%+3.3pp | 83.6%-16.4pp | 70.7%-3.5pp |
| Annual return | 15.49% | 21.62%-6.1pp | 205.93%-190.4pp | 27571.02%-27555.5pp |
| Employer contribution / active EE | $2,088 | $1,610+29.7% | $5,433-61.6% | $2,032+2.7% |
| Participant deferral / active EE | $4,576 | $2,080+120.0% | $4,939-7.4% | $3,224+42.0% |
| Admin fee / account holder | $113 | $116-2.4% | $13,880-99.2% | $110+2.5% |