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 |
|---|---|---|
Filed as: GW HENSSLER AND ASSOCIATES Service code 99 · EIN 58-2189215 | Other Fees | $66,762 |
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 | $79,189 | $56,152+41.0% | $185,823-57.4% | $73,409+7.9% |
| Participation rate | 90.1% | 67.6%+22.5pp | 78.0%+12.1pp | 72.2%+17.9pp |
| Annual return | 20.69% | 17.59%+3.1pp | 35.95%-15.3pp | 59.29%-38.6pp |
| Employer contribution / active EE | $6,989 | $1,532+356.3% | $4,087+71.0% | $2,234+212.9% |
| Participant deferral / active EE | $3,919 | $3,659+7.1% | $5,632-30.4% | $3,805+3.0% |
| Admin fee / account holder | $15 | $132-88.9% | $9,500-99.8% | $158-90.7% |