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 & JENKINS2+ years Filed as: MAULDIN & JENKINS, LLC Service code 10 · EIN 58-0692043 | Accounting | $15,000 |
Filed as: MERRILL LYNCH Service code 28 · EIN 13-5674085 | Investment Management | $13,391 |
HOWARD, MOORE & MCDUFFIE, PC2+ years Service code 10 · EIN 58-1484212 | Accounting | $5,999 |
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 | $4,069 | $46,173-91.2% | $170,442-97.6% | $69,631-94.2% |
| Participation rate | 94.6% | 63.9%+30.7pp | 83.6%+11.0pp | 70.7%+23.9pp |
| Annual return | 11.74% | 21.62%-9.9pp | 205.93%-194.2pp | 27571.02%-27559.3pp |
| Employer contribution / active EE | $387 | $1,610-75.9% | $5,433-92.9% | $2,032-80.9% |
| Participant deferral / active EE | $0 | $2,080-100.0% | $4,939-100.0% | $3,224-100.0% |
| Admin fee / account holder | $58 | $116-50.4% | $13,880-99.6% | $110-47.9% |