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 |
|---|---|---|
Filed as: BROAD STREET CAPITAL AFVISORS, LLC Service code 27 1550 TIMOTHY RD , SUITE 102 · ATHENS, GA 30606 | Advisory (Plan) | $10,818 |
ASCENSUS LLC1 year Filed as: QUALIFIED PLANS, LLC AN ASCENSUS CO Service code 13 2702 WHATLEY AVE SUITE A-1 · SAVANNAH, GA 31404 | Contract Administrator | $7,470 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COM Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $873 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $30,056 | $57,354-47.6% | $83,848-64.2% | $64,186-53.2% |
| Participation rate | 67.7% | 68.6%-0.9pp | 76.1%-8.4pp | 69.6%-1.8pp |
| Annual return | -5.64% | 11.38%-17.0pp | 850.88%-856.5pp | 7.63%-13.3pp |
| Employer contribution / active EE | $1,360 | $2,545-46.6% | $3,631-62.5% | $2,381-42.9% |
| Participant deferral / active EE | $2,027 | $2,993-32.3% | $4,082-50.3% | $3,470-41.6% |
| Admin fee / account holder | $82 | $4,046-98.0% | $5,478-98.5% | $4,888-98.3% |