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 |
|---|---|---|
MCGRIFF INSURANCE SERVICES5 years Filed as: MCGRIFF INSURANCES SERVICES, INC. Service code 11 · EIN 56-1623293 | Actuarial | $31,213 |
SUNTRUST BANKS, INC.4 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $16,089 |
CARR, RIGGS & INGRAM, LLC2 years Filed as: CARR RIGGS & INGRAMS Service code 10 · EIN 72-1396621 | Accounting | $6,000 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $52,530-100.0% | $270,125-100.0% | $107,032-100.0% |
| Participation rate | 0.0% | 18.1%-18.1pp | 35.7%-35.7pp | 9.9%-9.9pp |
| Annual return | -18.53% | -11.09%-7.4pp | -38.85%+20.3pp | -5.25%-13.3pp |
| Employer contribution / active EE | $7,398 | $16,800-56.0% | $37,752-80.4% | $15,166-51.2% |
| Participant deferral / active EE | $3,272 | $36+9052.9% | $16+20794.9% | $120+2629.6% |
| Admin fee / account holder | $0 | $303-100.0% | $16,942-100.0% | $3,859-100.0% |