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 9-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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 390 N ORANGE ST STE 2600 · ORLANDO, FL 32801 | Investment Management | $79,847 |
ZENITH AMERICAN SOLUTIONS1+ years Service code 14 · EIN 95-1702986 100 CRESCENT CTR, 400 · TUCKER, GA 30084 | Plan Administrator | $21,099 |
STIFEL NICOLAUS & CO INC1+ years Filed as: STIFEL NICOLAUS Service code 19 · EIN 43-0538770 800 SHADES CREEK PKWY · BIRMINGHAM, AL 35209 | Securities Custodian | $18,750 |
DENNIS G. JENKINS, CPA,LLC1+ years Filed as: DENNIS G. JENKINS, CPA, LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE, 501 · KENNESAW, GA 30152 | Accounting | $12,250 |
Filed as: QUINN, CONNOR, WEAVER & DAVIES Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 · BIRMINGHAM, AL 35223 | Legal | $7,716 |
STERNE AGEE FINANCIAL SERVICES1+ years Filed as: STERNE AGEE Service code 19 · EIN 63-0463600 2 PERIMETER PARK SOUTH · BIRMINGHAM, AL 35243 | Securities Custodian | $6,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $57,436 | $52,884+8.6% | $84,750-32.2% | $55,167+4.1% |
| Participation rate | 75.4% | 67.5%+7.9pp | 76.6%-1.2pp | 69.0%+6.4pp |
| Annual return | 0.08% | 18.03%-18.0pp | 22.78%-22.7pp | 169.23%-169.1pp |
| Employer contribution / active EE | $12,603 | $2,233+464.3% | $3,574+252.6% | $1,963+542.2% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $402 | $581-30.8% | $5,332-92.5% | $504-20.3% |