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 |
|---|---|---|
MARIETTA WEALTH MANAGEMENT2+ years Filed as: MARIETTA WEALTH Service code 27 472 N SESSIONS ST, UNIT 24 · MARIETTA, GA 30060 | Advisory (Plan) | $24,413 |
PALMER PENSION SERVICES, INC.2+ years Service code 16 · EIN 58-1557529 | Consulting | $15,905 |
AGEEFISHERBARRETT, LLC2+ years Filed as: AGEE FISHER BARRETT LLC Service code 10 · EIN 58-2248437 | Accounting | $9,858 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,270 | $71,666-92.6% | $117,854-95.5% | $69,631-92.4% |
| Participation rate | 97.2% | 77.5%+19.6pp | 79.7%+17.5pp | 70.7%+26.5pp |
| Annual return | 5.83% | 18.86%-13.0pp | 335.08%-329.2pp | 27571.02%-27565.2pp |
| Employer contribution / active EE | $325 | $1,889-82.8% | $3,786-91.4% | $2,032-84.0% |
| Participant deferral / active EE | $0 | $3,340-100.0% | $4,482-100.0% | $3,224-100.0% |
| Admin fee / account holder | $64 | $120-46.7% | $8,020-99.2% | $110-41.9% |