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 60 · EIN 04-2647786 | Sub-TA Fees | $64,451 |
JONES WALKER LLP1 year Filed as: JONES WALKER Service code 29 · EIN 72-0445111 | Legal | $8,602 |
STRATEGIC ADVISORS, INC.2 years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $6,930 |
CARR, RIGGS & INGRAM, LLC2 years Service code 10 · EIN 72-1396621 | Accounting | $6,625 |
Annual investment return 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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,941 | $45,000-71.2% | $143,757-91.0% | $77,904-83.4% |
| Participation rate | 80.2% | 66.8%+13.4pp | 80.3%-0.1pp | 73.7%+6.5pp |
| Annual return | -18.23% | 29.03%-47.3pp | -0.04%-18.2pp | 12.21%-30.4pp |
| Employer contribution / active EE | $923 | $1,870-50.6% | $4,951-81.4% | $2,848-67.6% |
| Participant deferral / active EE | $1,730 | $3,157-45.2% | $5,637-69.3% | $4,806-64.0% |
| Admin fee / account holder | $84 | $98-14.4% | $14,673-99.4% | $133-36.4% |