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 |
|---|---|---|
SWERDLIN & COMPANY2 years Service code 15 · EIN 58-1392124 5901 PEACHTREE DUNWOODY RD · ATLANTA, GA 30328 | Recordkeeping | $29,886 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $119,954 | $52,953+126.5% | $172,739-30.6% | $65,185+84.0% |
| Participation rate | 86.3% | 66.2%+20.1pp | 82.6%+3.7pp | 70.2%+16.1pp |
| Annual return | 18.03% | 30.12%-12.1pp | 802.84%-784.8pp | 29.38%-11.4pp |
| Employer contribution / active EE | $6,567 | $2,190+199.9% | $5,143+27.7% | $2,177+201.7% |
| Participant deferral / active EE | $3,426 | $2,471+38.7% | $5,198-34.1% | $3,514-2.5% |
| Admin fee / account holder | $438 | $472-7.1% | $13,954-96.9% | $847-48.3% |