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 |
|---|---|---|
JENKINS & ASSOCIATES4+ years Filed as: WILLIAM N. JENKINS & ASSOCIATES, IN Service code 13 · EIN 58-1596154 1299 BATTLECREEK RD · JONESBORO, GA 30236 | Contract Administrator | $24,000 |
MORGAN STANLEY SMITH BARNEY4+ years Service code 28 ONE 10TH STREET SUITE 600 · AUGUSTA, GA 30901 | Investment Management | $23,009 |
CARR, RIGGS & INGRAM, LLC2 years Filed as: CARR, RIGGS & INGRAM Service code 10 · EIN 72-1396621 | Accounting | $0 |
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 | $6,126 | $54,237-88.7% | $90,281-93.2% | $67,579-90.9% |
| Participation rate | 100.0% | 68.6%+31.4pp | 73.3%+26.7pp | 71.3%+28.7pp |
| Annual return | 0.65% | 37.27%-36.6pp | 78.10%-77.4pp | 378.56%-377.9pp |
| Employer contribution / active EE | $740 | $1,846-59.9% | $2,854-74.1% | $2,148-65.6% |
| Participant deferral / active EE | $0 | $2,625-100.0% | $3,885-100.0% | $3,539-100.0% |
| Admin fee / account holder | $93 | $123-24.5% | $5,351-98.3% | $142-34.5% |