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 |
|---|---|---|
FNBB CAPITAL MARKETS LLC4 years Service code 27 600 UNIVERSITY PARK PLACE STE 380 · BIRMINGHAM, AL 35209 | Advisory (Plan) | $63,162 |
MAULDIN & JENKINS4 years Filed as: MAULDIN & JENKINS LLC Service code 10 200 GALLERIA PARKWAY SE STE 1700 · ATLANTA, GA 35209 | Accounting | $14,914 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $6,241 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $3,164 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $39,519 | $88,515-55.4% | $162,163-75.6% | $67,579-41.5% |
| Participation rate | 99.2% | 86.8%+12.4pp | 87.6%+11.6pp | 71.3%+27.9pp |
| Annual return | 19.94% | 27.04%-7.1pp | 115.59%-95.6pp | 378.56%-358.6pp |
| Employer contribution / active EE | $2,329 | $3,563-34.6% | $5,614-58.5% | $2,148+8.4% |
| Participant deferral / active EE | $2,533 | $5,724-55.7% | $7,298-65.3% | $3,539-28.4% |
| Admin fee / account holder | $125 | $124+0.8% | $10,843-98.9% | $142-12.4% |