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 |
|---|---|---|
INVESTMENT PERFORMANCE SERVICES4+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 27 7402 HODGSON MEMORIAL DR · SAVANNAH, GA 31406 | Advisory (Plan) | $30,000 |
KAREN AMARI4+ years Service code 30 · EIN 63-0880818 2828 FOURTH AVE S · BIRMINGHAM, AL 35233 | Employee (plan) | $21,918 |
DANIELS, IRWIN & AYLOR3 years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST, STE 112 · MADISON, TN 37115 | Accounting | $17,906 |
BENESYS, INC.2 years Filed as: INNOVATIVE SOFTWARE SOLUTIONS Service code 15 3000 S. LENOLA RD. · MAPLE SHADE, NJ 08052 | Recordkeeping | $5,922 |
Filed as: QUINN, CONNOR, WEAVER, DAVIS LLP Service code 29 · EIN 45-1444874 2700 HIGHWAY 280 STE 380 · BIRMINGHAM, AL 35223 | Legal | $5,646 |
Filed as: PRUDENTIAL RETIREMENT INS. & ANNUIT Service code 19 · EIN 06-1050034 280 TRUMBALL STREET · HARTFORD, CT 06103 | Securities Custodian | $3,032 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,731 | $56,443-22.5% | $83,848-47.8% | $55,725-21.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | -3.92% | 393.67%-397.6pp | 850.88%-854.8pp | 244.93%-248.8pp |
| Employer contribution / active EE | $5,732 | $2,682+113.7% | $3,631+57.9% | $2,078+175.8% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $169 | $156+7.9% | $5,478-96.9% | $115+46.3% |