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 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $27,226 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $22,511 |
Filed as: SMITH, DUKES & BUCKALEW LLP Service code 10 3800 AIRPORT BLVD STE 101 · MOBILE, AL 36608 | Accounting | $4,750 |
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 | $25,294 | $107,378-76.4% | $108,579-76.7% | $57,658-56.1% |
| Participation rate | 91.4% | 77.1%+14.3pp | 79.6%+11.9pp | 70.2%+21.2pp |
| Annual return | 10.51% | 12.80%-2.3pp | -51.70%+62.2pp | 5.13%+5.4pp |
| Employer contribution / active EE | $1,002 | $1,782-43.7% | $3,758-73.3% | $1,974-49.2% |
| Participant deferral / active EE | $2,270 | $3,221-29.5% | $4,311-47.3% | $3,061-25.8% |
| Admin fee / account holder | $122 | $108+12.9% | $7,645-98.4% | $95+29.5% |