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 |
|---|---|---|
HENSSLER ASSET MANAGEMENT LLC3+ years Service code 26 · EIN 58-2380817 | Advisory (Participants) | $28,047 |
Service code 15 · EIN 35-0145825 | Recordkeeping | $1,143 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,379 | $46,297+21.8% | $71,671-21.3% | $62,292-9.5% |
| Participation rate | 86.0% | 60.6%+25.3pp | 68.7%+17.2pp | 69.5%+16.5pp |
| Annual return | 19.95% | 22.32%-2.4pp | 20.65%-0.7pp | 28.90%-8.9pp |
| Employer contribution / active EE | $925 | $1,412-34.5% | $2,460-62.4% | $2,042-54.7% |
| Participant deferral / active EE | $3,420 | $2,235+53.0% | $3,438-0.5% | $3,169+7.9% |
| Admin fee / account holder | $281 | $461-39.1% | $5,558-95.0% | $479-41.4% |