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 LLC5 years Service code 27 600 UNIVERSITY PARK PLACE STE 380 · BIRMINGHAM, AL 35209 | Advisory (Plan) | $67,878 |
MAULDIN & JENKINS5 years Filed as: MAULDIN & JENKINS LLC Service code 10 200 GALLERIA PARKWAY SE STE 1700 · ATLANTA, GA 35209 | Accounting | $11,500 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $5,182 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
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 | $45,254 | $111,608-59.5% | $177,821-74.6% | $73,409-38.4% |
| Participation rate | 99.2% | 87.9%+11.3pp | 87.7%+11.4pp | 72.2%+27.0pp |
| Annual return | 14.47% | 18.23%-3.8pp | 48.32%-33.9pp | 59.29%-44.8pp |
| Employer contribution / active EE | $2,564 | $3,796-32.4% | $5,918-56.7% | $2,234+14.8% |
| Participant deferral / active EE | $2,972 | $6,199-52.1% | $7,714-61.5% | $3,805-21.9% |
| Admin fee / account holder | $120 | $166-27.7% | $12,427-99.0% | $158-24.1% |