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 & ASSOCIATES1 year Filed as: JENKINS AND ASSOCIATES Service code 13 · EIN 58-1596154 P.O BOX 607 · JONESBORO, GA 30237 | Contract Administrator | $14,400 |
ARNALL GOLDEN GREGORY LLP7 years Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-0543673 171 17TH ST NW · ATLANTA, GA 30363 | Legal | $10,710 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 550 BILTMORE WAY · CORAL GABLES, FL 33134 | Accounting | $7,500 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,756 | $76,670-67.7% | $96,683-74.4% | $71,457-65.4% |
| Participation rate | 100.0% | 66.6%+33.4pp | 74.3%+25.7pp | 67.9%+32.1pp |
| Annual return | -0.47% | 48.29%-48.8pp | 35.69%-36.2pp | 28.85%-29.3pp |
| Employer contribution / active EE | $3,559 | $3,031+17.4% | $3,737-4.7% | $2,588+37.6% |
| Participant deferral / active EE | $0 | $3,771-100.0% | $4,878-100.0% | $4,289-100.0% |
| Admin fee / account holder | $334 | $2,028-83.5% | $6,730-95.0% | $1,587-79.0% |