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 |
|---|---|---|
Service code 15 · EIN 84-0467907 | Recordkeeping | $206,475 |
TRUSTMARK NATIONAL BANK6+ years Service code 15 · EIN 64-0180810 | Recordkeeping | $97,249 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 26 · EIN 84-1532243 | Advisory (Participants) | $28,212 |
REA SHAW GIFFIN & STUART LLP2 years Service code 10 · EIN 64-0295411 | Accounting | $23,771 |
YOUNG WELLS WILLIAMS PA1 year Service code 25 · EIN 64-0657446 | Directed Trustee | $22,021 |
Filed as: GWFS EQUITIES INC Service code 33 · EIN 84-0965407 | Other investment fees and expenses; S... | $31 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $17,070 | $81,719-79.1% | $101,248-83.1% | $90,288-81.1% |
| Participation rate | 99.4% | 80.7%+18.7pp | 75.8%+23.6pp | 73.4%+26.1pp |
| Annual return | 12.58% | 337.64%-325.1pp | 46.47%-33.9pp | 53.97%-41.4pp |
| Employer contribution / active EE | $1,434 | $3,622-60.4% | $3,660-60.8% | $2,524-43.2% |
| Participant deferral / active EE | $1,261 | $3,310-61.9% | $4,370-71.2% | $4,232-70.2% |
| Admin fee / account holder | $77 | $162-52.2% | $5,945-98.7% | $114-32.1% |