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 & ASSOCIATES3 years Service code 13 · EIN 58-1596154 1299 BATTLECREEK ROAD STE 200 · JONESBORO, GA 30236 | Contract Administrator | $40,500 |
MORGAN STANLEY SMITH BARNEY9+ years Service code 28 · EIN 20-8764829 ONE 10TH STREET STE 600 · AUGUSTA, GA 30901 | Investment Management | $19,556 |
STEVEN D EISENBERG CPA PA3 years Filed as: STEVEN D. EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE 1128 · BOCA RATON, FL 33487 | Accounting | $10,576 |
Service code 13 661 N. ERICSON ROAD · CORDOVA, TN 38018 | Contract Administrator | $9,000 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $6,572 | $129,021-94.9% | $184,203-96.4% | $77,643-91.5% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.8%+13.2pp | 70.6%+29.4pp |
| Annual return | 10.39% | 33.27%-22.9pp | 28.81%-18.4pp | 31.24%-20.8pp |
| Employer contribution / active EE | $904 | $4,413-79.5% | $6,427-85.9% | $2,726-66.8% |
| Participant deferral / active EE | $0 | $7,297-100.0% | $9,131-100.0% | $4,647-100.0% |
| Admin fee / account holder | $148 | $254-41.8% | $13,901-98.9% | $430-65.7% |