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 |
|---|---|---|
CAPSOUTH PARTNERS1 year Service code 55 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Other Commissions | $11,948 |
ECONOMIC GROUP PENSION SERVICES3+ years Filed as: ECONOMIC GROUP PENSION SERVICES INC Service code 13 917 WESTERN AMERICA CR SUITE 500 · MOBILE, AL 36609 | Contract Administrator | $9,954 |
AMERICAN FUNDS2 years Filed as: CAPITAL RESEARCH MGMT CO INC Service code 64 333 SOUTH HOPE STREET · LOS ANGELES, CA 90071 | Recordkeeping Fees | $1,100 |
AMERICAN FUNDS1 year Filed as: CAPITAL RESEARCH AND MANAGEMENT COR Service code 64 | Recordkeeping Fees | $0 |
REGISTERED INVESTMENT ADVISER2 years Filed as: REGISTERED INVESTMENT ADVISOR Service code 55 333 SOUTH HOPE · LOS ANGELES, CA 90071 | Other Commissions | $0 |
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 | $215,850 | $55,453+289.3% | $170,442+26.6% | $62,292+246.5% |
| Participation rate | 94.0% | 66.4%+27.6pp | 83.6%+10.4pp | 69.5%+24.5pp |
| Annual return | 16.72% | 21.38%-4.7pp | 205.93%-189.2pp | 28.90%-12.2pp |
| Employer contribution / active EE | $7,260 | $2,164+235.6% | $5,433+33.6% | $2,042+255.5% |
| Participant deferral / active EE | $4,436 | $2,303+92.6% | $4,939-10.2% | $3,169+40.0% |
| Admin fee / account holder | $167 | $455-63.2% | $13,880-98.8% | $479-65.1% |