Filed January 15, 2025
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 |
|---|---|---|
SWERDLIN & COMPANY2+ years Service code 15 · EIN 58-1392124 5901 PEACTREE DUNWOODY RD STE 170 · ATLANTA, GA 30328 | Recordkeeping | $20,924 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,938 | $65,820-81.9% | $108,745-89.0% | $57,658-79.3% |
| Participation rate | 73.9% | 72.7%+1.2pp | 77.7%-3.8pp | 70.2%+3.7pp |
| Annual return | 6.81% | 21.32%-14.5pp | 46.22%-39.4pp | 5.13%+1.7pp |
| Employer contribution / active EE | $489 | $2,285-78.6% | $3,323-85.3% | $1,974-75.2% |
| Participant deferral / active EE | $1,075 | $3,578-70.0% | $5,121-79.0% | $3,061-64.9% |
| Admin fee / account holder | $33 | $91-63.9% | $6,144-99.5% | $95-65.2% |