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 |
|---|---|---|
HIGHLAND CONSULTING ASSOCIATES2+ years Filed as: HIGHLAND CAPITAL MANAGEMENT, LLC Service code 28 6075 POPLAR AVENUE · MEMPHIS, TN 38119 | Investment Management | $16,931 |
Filed as: RAYMOND JAMES Service code 28 880 CARILON PARKWAY · ST. PETERSBURG, FL 33716 | Investment Management | $14,240 |
ELLIS, TUCKER & ALDRIDGE, LLP2+ years Service code 10 · EIN 71-0436076 | Accounting | $12,605 |
LITTLE SHANEYFELT MARSHALL & CO.2+ years Filed as: LITTLE SHANNEYFELT MARSHALL & CO Service code 10 · EIN 71-0804806 | Accounting | $10,500 |
Filed as: OSBORN, CARREIRO AND ASSOCIATES INC Service code 11 124 WEST CAPITOL AVENUE · LITTLE ROCK, AR 72201 | Actuarial | $3,600 |
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 | $15,875-100.0% | $209,859-100.0% | $52,729-100.0% |
| Participation rate | 0.0% | 50.0%-50.0pp | 42.7%-42.7pp | 12.6%-12.6pp |
| Annual return | 5.63% | 3.12%+2.5pp | 4.16%+1.5pp | 4.56%+1.1pp |
| Employer contribution / active EE | $9,786 | $10,957-10.7% | $29,966-67.3% | $15,526-37.0% |
| Participant deferral / active EE | $0 | $0 | $145-100.0% | $97-100.0% |
| Admin fee / account holder | $0 | $0 | $13,952-100.0% | $1,711-100.0% |