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 9-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 28 533 C JOHNSON FERRY RD · MARIETTA, GA 30068 | Investment Management | $30,770 |
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,202 |
PENSION FINANCIAL SERVICES, INC.5+ years Service code 13 3700 CRESWOOD PARKWAY · DULUTH, GA 300967157 | Contract Administrator | $8,134 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,393 | $78,419-54.9% | $133,956-73.6% | $73,409-51.8% |
| Participation rate | 45.2% | 78.6%-33.4pp | 79.8%-34.7pp | 72.2%-27.0pp |
| Annual return | 13.01% | 33.35%-20.3pp | 45.09%-32.1pp | 59.29%-46.3pp |
| Employer contribution / active EE | $778 | $2,044-61.9% | $3,919-80.1% | $2,234-65.2% |
| Participant deferral / active EE | $1,371 | $3,925-65.1% | $5,048-72.8% | $3,805-64.0% |
| Admin fee / account holder | $209 | $161+29.4% | $8,927-97.7% | $158+32.3% |