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 | $96,077 |
Service code 49 3700 CRESTWOOD PARKWAY, NW, STE. 55 · DULUTH, GA 30096 | Other Services | $15,025 |
MORNINGSTAR1 year Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,020 |
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 | $92,058 | $60,607+51.9% | $189,557-51.4% | $86,799+6.1% |
| Participation rate | 89.4% | 68.9%+20.5pp | 78.4%+10.9pp | 72.3%+17.1pp |
| Annual return | 15.15% | 65.18%-50.0pp | 64.17%-49.0pp | 97.91%-82.8pp |
| Employer contribution / active EE | $7,440 | $1,626+357.7% | $4,412+68.6% | $2,405+209.3% |
| Participant deferral / active EE | $4,514 | $3,895+15.9% | $6,174-26.9% | $4,131+9.3% |
| Admin fee / account holder | $26 | $159-83.9% | $9,807-99.7% | $170-84.9% |