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 |
|---|---|---|
ELLIS, TUCKER & ALDRIDGE, LLP1+ years Service code 10 · EIN 71-0436076 | Accounting | $12,501 |
LITTLE SHANEYFELT MARSHALL & CO.1+ years Filed as: LITTLE SHANNEYFELT MARSHALL & CO Service code 10 · EIN 71-0804806 | Accounting | $10,500 |
ICC CAPITAL MANAGEMENT1+ years Service code 28 · EIN 59-3310114 | Investment Management | $8,805 |
HIGHLAND CONSULTING ASSOCIATES1+ years Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $8,486 |
Filed as: OSBORN, CARREIRO AND ASSOCIATES INC Service code 11 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $3,600 |
DANIEL H. COOK ASSOCIATES, INC1+ years Filed as: ED DANIEL IV PA Service code 29 10310 W MARKHAM STE 203 · LITTLE ROCK, AR 722051579 | Legal | $375 |
See 1 actuary disclosure. $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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $45,891-100.0% | $115,244-100.0% | $50,876-100.0% |
| Participation rate | 0.0% | 25.0%-25.0pp | 33.3%-33.3pp | 15.7%-15.7pp |
| Annual return | -3.45% | -2.03%-1.4pp | -1.61%-1.8pp | -7.14%+3.7pp |
| Employer contribution / active EE | $12,671 | $10,054+26.0% | $30,840-58.9% | $14,613-13.3% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $60-100.0% |
| Admin fee / account holder | $0 | $0 | $3,433-100.0% | $1,191-100.0% |