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 ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT Service code 28 · EIN 27-5440911 390 N ORANGE ST STE 2600 · ORLANDO, FL 32801 | Investment Management | $92,295 |
STIFEL NICOLAUS & CO INC2+ years Filed as: STIFEL NICOLAUS Service code 19 · EIN 43-0538770 800 SHADES CREEK PKWY · BIRMINGHAM, AL 35209 | Securities Custodian | $25,000 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 14 · EIN 95-1702986 100 CRESCENT CTR, 400 · TUCKER, GA 30084 | Plan Administrator | $22,019 |
DANIELS, IRWIN & AYLOR1 year Service code 10 223 MADISON ST, STE 112 · MADISON, TN 37115 | Accounting | $11,691 |
Filed as: QUINN, CONNOR, WEAVER & DAVIES Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 · BIRMINGHAM, AL 35223 | Legal | $9,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $95,276 | $58,726+62.2% | $92,233+3.3% | $62,292+53.0% |
| Participation rate | 23.4% | 68.3%-44.9pp | 76.5%-53.0pp | 69.5%-46.1pp |
| Annual return | 5.12% | 43.62%-38.5pp | 176.28%-171.2pp | 28.90%-23.8pp |
| Employer contribution / active EE | $9,569 | $2,392+300.1% | $3,679+160.1% | $2,042+368.5% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $682 | $556+22.6% | $5,194-86.9% | $479+42.3% |