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 & ASSOCIATES7+ years Service code 13 · EIN 58-1596154 P.O. BOX 607 · JONESBORO, GA 30237 | Contract Administrator | $14,400 |
ARNALL GOLDEN GREGORY LLP6 years Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-0543673 171 17TH ST NW · ATLANTA, GA 30363 | Legal | $10,710 |
Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,739 | $64,119-50.5% | $112,228-71.7% | $66,914-52.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -4.29% | -13.81%+9.5pp | 27.45%-31.7pp | 1.58%-5.9pp |
| Employer contribution / active EE | $3,393 | $3,005+12.9% | $3,635-6.6% | $2,544+33.4% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $366 | $625-41.4% | $6,410-94.3% | $593-38.3% |