See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
WILLIS TOWERS WATSON US LLC7+ years Filed as: WILLIS INVESTMENT COUNSEL Service code 27 710 GREEN STREET · GAINESVILLE, GA 30501 | Advisory (Plan) | $48,044 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $34,838 |
MAULDIN & JENKINS1 year Filed as: MAULDIN & JENKINS CPAS & ADVISORS Service code 10 200 GALLERIA PKWY, SE · ATLANTA, GA 30339 | Accounting | $26,970 |
BB&T1 year Service code 50 · EIN 56-1368984 | Direct Payment | $18,228 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,976 | $36,939+43.4% | $80,716-34.4% | $93,030-43.1% |
| Participation rate | 29.9% | 32.6%-2.7pp | 54.2%-24.3pp | 73.9%-44.0pp |
| Annual return | 17.62% | 17.55%+0.1pp | 87.28%-69.7pp | 158.70%-141.1pp |
| Employer contribution / active EE | $398 | $455-12.6% | $1,160-65.7% | $2,706-85.3% |
| Participant deferral / active EE | $1,141 | $1,044+9.3% | $2,146-46.8% | $4,562-75.0% |
| Admin fee / account holder | $249 | $162+54.0% | $3,380-92.6% | $152+64.0% |