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 |
|---|---|---|
CENSEO ADVISORS2 years Service code 34 680 VILLAGE TRACE NE, BLDG 20, SUIT · MARIETTA, GA 30067 | Valuation (appraisals, etc.) | $0 |
ESOP PARTNERS LLC2 years Service code 64 3601 E. EVERGREEN DR. SUITE 200 · APPLETON, WI 54913 | Recordkeeping Fees | $0 |
GREATBANC TRUST COMPANY2 years Service code 21 801 WARRENVILLE ROAD, SUITE 500 · LISLE, IL 60532 | Bank Trustee | $0 |
WINDHAM BRANNON2 years Filed as: WINDHAM BRANNON, PC Service code 10 · EIN 58-1763439 3630 PEACHTREE ROAD NE SUITE 30309 · ATLANTA, GA 30309 | Accounting | $0 |
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.
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $943 | $78,275-98.8% | $109,143-99.1% | $86,799-98.9% |
| Participation rate | 76.7% | 73.8%+2.9pp | 75.9%+0.8pp | 72.3%+4.4pp |
| Annual return | -123.12% | 19.14%-142.3pp | 25.75%-148.9pp | 97.91%-221.0pp |
| Employer contribution / active EE | $1,767 | $3,105-43.1% | $3,722-52.5% | $2,405-26.5% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $449 | $198+126.1% | $6,752-93.4% | $170+164.7% |