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 & ASSOCIATES6+ years Service code 13 · EIN 58-1596154 P. O. BOX 607 · JONESBORO, GA 30237 | Contract Administrator | $14,400 |
ARNALL GOLDEN GREGORY LLP5 years Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-0543673 171 17TH ST NW · ATLANTA, GA 30363 | Legal | $10,455 |
DENNIS G. JENKINS, CPA,LLC5 years Filed as: DENNIS G. JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN STE 501 · KENNESAW, GA 30152 | Accounting | $6,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,165 | $77,660-52.1% | $109,143-65.9% | $79,386-53.2% |
| Participation rate | 100.0% | 67.8%+32.2pp | 75.9%+24.1pp | 70.7%+29.3pp |
| Annual return | 18.43% | 23.44%-5.0pp | 25.75%-7.3pp | 116.85%-98.4pp |
| Employer contribution / active EE | $3,407 | $2,797+21.8% | $3,722-8.5% | $2,427+40.3% |
| Participant deferral / active EE | $0 | $3,518-100.0% | $4,653-100.0% | $4,046-100.0% |
| Admin fee / account holder | $351 | $732-52.1% | $6,752-94.8% | $626-44.0% |