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 SERVICES6 years Filed as: MCGRIFF INSURANCES SERVICES, INC. Service code 11 · EIN 56-1623293 | Actuarial | $21,802 |
SUNTRUST BANKS, INC.5 years Filed as: TRUIST BANK Service code 21 · EIN 56-1074313 | Bank Trustee | $13,083 |
CARR, RIGGS & INGRAM, LLC3 years Filed as: CARR RIGGS & INGRAMS Service code 10 · EIN 72-1396621 | Accounting | $7,800 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $37,118-100.0% | $250,986-100.0% | $282,865-100.0% |
| Participation rate | 0.0% | 19.5%-19.5pp | 50.6%-50.6pp | 12.4%-12.4pp |
| Annual return | 8.77% | 10.14%-1.4pp | 32.30%-23.5pp | 9.89%-1.1pp |
| Employer contribution / active EE | $5,129 | $16,231-68.4% | $33,955-84.9% | $14,313-64.2% |
| Participant deferral / active EE | $3,745 | $27+13930.7% | $43+8702.3% | $62+5935.0% |
| Admin fee / account holder | $0 | $1,345-100.0% | $10,141-100.0% | $9,084-100.0% |