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 |
|---|---|---|
SUNTRUST BANKS, INC.3+ years Service code 21 303 PEACHTREE STREET, 15TH FLOOR · ATLANTA, GA 30308 | Bank Trustee | $78,944 |
TJS DEEMER DANA LLP3+ years Service code 10 PO BOX 9706 · SAVANNAH, GA 31412 | Accounting | $18,000 |
TD AMERITRADE, INC.3+ years Service code 33 200 S. 108TH AVENUE · OMAHA, NE 68154 | Securities brokerage | $989 |
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.
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 | $214,172 | $80,753+165.2% | $136,294+57.1% | $62,292+243.8% |
| Participation rate | 93.0% | 73.5%+19.4pp | 81.9%+11.1pp | 69.5%+23.5pp |
| Annual return | 15.42% | 35.83%-20.4pp | 5155.94%-5140.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $5,549 | $2,884+92.4% | $4,695+18.2% | $2,042+171.7% |
| Participant deferral / active EE | $6,737 | $5,164+30.5% | $6,247+7.8% | $3,169+112.6% |
| Admin fee / account holder | $632 | $525+20.3% | $9,243-93.2% | $479+31.8% |