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 |
|---|---|---|
HENSSLER ASSET MANAGEMENT LLC1+ years Filed as: HENSSLER ASSET MANAGEMENT Service code 26 · EIN 58-2380817 | Advisory (Participants) | $10,530 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $152 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $30,061 | $32,425-7.3% | $74,583-59.7% | $55,167-45.5% |
| Participation rate | 65.4% | 54.0%+11.4pp | 68.1%-2.7pp | 69.0%-3.6pp |
| Annual return | 9.52% | 10.63%-1.1pp | 20.47%-10.9pp | 169.23%-159.7pp |
| Employer contribution / active EE | $456 | $1,043-56.3% | $2,525-81.9% | $1,963-76.7% |
| Participant deferral / active EE | $2,155 | $1,995+8.0% | $3,458-37.7% | $3,054-29.5% |
| Admin fee / account holder | $125 | $748-83.4% | $4,138-97.0% | $504-75.3% |