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 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $154,618 |
REYNOLDS CONSULTING SERVICES2+ years Service code 27 · EIN 20-1899564 25 NEWBRIDGE RD., STE 205 · HICKSVILLE, NY 11801 | Advisory (Plan) | $55,417 |
BOYD WATTERSON ASSET MANAGEMENT2+ years Filed as: BOYD WATTERSON GSA FUND, LP Service code 52 · EIN 45-2061717 1801 E 9TH ST., STE 1400 · CLEVELAND, OH 44114 | Indirect Investment Fees | $39,906 |
AGH WEALTH ADVISORS, LLC1 year Filed as: AGH, LLC Service code 10 · EIN 58-2588678 3500 PIEDMONT RD, STE 500 · ATLANTA, GA 30305 | Accounting | $20,000 |
WILMINGTON TRUST2+ years Service code 19 · EIN 16-0538020 1100 N MARKET STREET · WILMINGTON, DE 19890 | Securities Custodian | $19,259 |
ZENITH AMERICAN SOLUTIONS2+ years Service code 12 · EIN 95-1702986 100 CRESCENT CENTRE PKWY · TUCKER, GA 30084 | Recordkeeping fees; Recordkeeping and... | $17,899 |
Filed as: QUINN, CONNOR, WEAVER & DAVIES Service code 29 · EIN 45-1444874 2 20TH ST. N, STE 930 · BIRMINGHAM, AL 35203 | Legal | $13,475 |
Filed as: MONEY MARKET & MUTUAL FUNDS Service code 19 | Securities Custodian | $0 |
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 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 | $142,878 | $60,545+136.0% | $92,233+54.9% | $69,631+105.2% |
| Participation rate | 54.3% | 72.2%-17.9pp | 76.5%-22.2pp | 70.7%-16.4pp |
| Annual return | 11.04% | 19.71%-8.7pp | 176.28%-165.2pp | 27571.02%-27560.0pp |
| Employer contribution / active EE | $9,534 | $2,633+262.1% | $3,679+159.1% | $2,032+369.2% |
| Participant deferral / active EE | $0 | $2,828-100.0% | $3,897-100.0% | $3,224-100.0% |
| Admin fee / account holder | $819 | $145+465.4% | $5,194-84.2% | $110+641.2% |