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 & ASSOCIATES1 year Filed as: WILLIAM N. JENKINS & ASSOCIATES Service code 13 · EIN 58-1596154 1299 BATTLECREEK ROAD STE 200 · JONESBORO, GA 30236 | Contract Administrator | $54,700 |
MORGAN STANLEY SMITH BARNEY6+ years Service code 28 · EIN 20-8764829 ONE 10TH STREET STE 600 · AUGUSTA, GA 30901 | Investment Management | $20,925 |
Filed as: CARR, RIGGS, & INGRAM Service code 10 · EIN 72-1396621 4004 SUMMITT BOULEVARD STE 800 · ATLANTA, GA 30319 | Accounting | $12,000 |
Employer contribution per participant 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 | $6,323 | $111,491-94.3% | $189,513-96.7% | $86,799-92.7% |
| Participation rate | 87.1% | 87.3%-0.2pp | 87.8%-0.7pp | 72.3%+14.9pp |
| Annual return | 28.07% | 83.50%-55.4pp | 555.15%-527.1pp | 97.91%-69.8pp |
| Employer contribution / active EE | $46 | $3,951-98.8% | $6,162-99.3% | $2,405-98.1% |
| Participant deferral / active EE | $0 | $6,437-100.0% | $8,221-100.0% | $4,131-100.0% |
| Admin fee / account holder | $174 | $189-8.0% | $12,045-98.6% | $170+2.4% |