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 | Other Fees | $99,882 |
Service code 49 3700 CRESTWOOD PKWY., STE. 550 · DULUTH, GA 30096 | Other Services | $16,032 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $5,431 |
Filed as: G.W. HENSSLER & ASSOCIATES, LTD. Service code 99 · EIN 58-2189215 | Other Fees | $0 |
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 | $90,808 | $56,638+60.3% | $169,368-46.4% | $74,419+22.0% |
| Participation rate | 80.8% | 67.5%+13.3pp | 77.1%+3.7pp | 70.7%+10.1pp |
| Annual return | 16.37% | 24.75%-8.4pp | 405.60%-389.2pp | 34.38%-18.0pp |
| Employer contribution / active EE | $8,299 | $2,027+309.5% | $4,013+106.8% | $2,637+214.7% |
| Participant deferral / active EE | $4,997 | $4,223+18.3% | $6,221-19.7% | $4,528+10.4% |
| Admin fee / account holder | $21 | $307-93.2% | $9,003-99.8% | $348-94.0% |