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 |
|---|---|---|
MAULDIN & JENKINS1+ years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $17,959 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $14,731 |
HOWARD, MOORE & MCDUFFIE, PC1+ years Service code 10 · EIN 58-1484212 | Accounting | $6,500 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,727 | $36,916-89.9% | $156,549-97.6% | $57,658-93.5% |
| Participation rate | 96.8% | 63.4%+33.4pp | 84.0%+12.8pp | 70.2%+26.6pp |
| Annual return | -2.06% | 12.38%-14.4pp | 32.23%-34.3pp | 5.13%-7.2pp |
| Employer contribution / active EE | $462 | $1,571-70.6% | $5,501-91.6% | $1,974-76.6% |
| Participant deferral / active EE | $0 | $1,926-100.0% | $4,871-100.0% | $3,061-100.0% |
| Admin fee / account holder | $64 | $82-22.6% | $13,027-99.5% | $95-32.5% |