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 |
|---|---|---|
CAPITAL BENEFIT CONSULTANTS3 years Service code 11 · EIN 47-4183432 3355 LENOX ROAD NE · ATLANTA, GA 30326 | Actuarial | $146,000 |
Filed as: RAYMOND JAMES Service code 16 · EIN 59-1237041 880 CARILLON PARKWAY · ST. PETERSBURG, FL 33716 | Consulting | $130,900 |
GRAY ROBINSON5 years Service code 29 · EIN 59-1300132 301 EAST PINE STREET · ORLANDO, FL 32801 | Legal | $37,593 |
RELIANCE TRUST COMPANY6+ years Service code 21 · EIN 58-1428634 1100 ABERNATHY RD NE # 400 · ATLANTA, GA 30328 | Bank Trustee | $31,112 |
BKD, LLP4 years Filed as: DIXON HUGHES GOODMAN LLP Service code 10 · EIN 56-0747981 4350 CONGRESS STREET, SUITE 900 · CHAROLETTE, NC 28209 | Accounting | $21,000 |
See 1 actuary disclosure. $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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $2,822,362-100.0% | $353,945-100.0% | $2,822,362-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.8%-20.8pp | 0.6%-0.6pp |
| Annual return | 10.23% | 15.15%-4.9pp | 10.57%-0.3pp | 11.45%-1.2pp |
| Employer contribution / active EE | $6,964 | $16,781-58.5% | $29,483-76.4% | $17,219-59.6% |
| Participant deferral / active EE | $308 | $1,180-73.9% | $150+105.4% | $357-13.7% |
| Admin fee / account holder | $0 | $15,480-100.0% | $2,009-100.0% | $15,480-100.0% |