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 LLC1 year Filed as: FNBB CAPITAL MARKETS Service code 27 · EIN 20-0532898 600 CAPITAL MARKETS LLC · BIRMINGHAM, AL 35209 | Advisory (Plan) | $47,839 |
Service code 13 · EIN 42-0127290 | Contract Administrator | $30,595 |
Filed as: EMPOWER ANNUNITY INS. CO. OF AMERIC Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $16,417 |
MAULDIN & JENKINS9 years Filed as: MAULDIN & JENKINS LLC Service code 10 · EIN 58-0692043 | Accounting | $12,750 |
Filed as: EMPOWER ANNUITY INS. CO. OF AMERCIA Service code 15 | Recordkeeping | $0 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMENT MANAGEMENT L Service code 26 · EIN 36-4317381 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,574 | $129,021-42.2% | $184,203-59.5% | $77,643-4.0% |
| Participation rate | 97.4% | 87.3%+10.1pp | 86.8%+10.6pp | 70.6%+26.8pp |
| Annual return | 16.45% | 33.27%-16.8pp | 28.81%-12.4pp | 31.24%-14.8pp |
| Employer contribution / active EE | $7,340 | $4,413+66.3% | $6,427+14.2% | $2,726+169.3% |
| Participant deferral / active EE | $4,077 | $7,297-44.1% | $9,131-55.4% | $4,647-12.3% |
| Admin fee / account holder | $149 | $254-41.2% | $13,901-98.9% | $430-65.3% |