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: EMPOWER ANNUITY INSURANCE COMPANY O Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $54,937 |
CAPSOUTH PARTNERS7 years Service code 27 2216 WEST MAIN STREET · DOTHAN, AL 36301 | Advisory (Plan) | $43,106 |
Service code 10 PO BOX 6356 · DOTHAN, AL 36302 | Accounting | $10,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,786 | $71,142-55.3% | $119,609-73.4% | $64,808-51.0% |
| Participation rate | 92.9% | 78.6%+14.3pp | 79.3%+13.7pp | 71.5%+21.5pp |
| Annual return | -15.58% | -10.01%-5.6pp | -14.97%-0.6pp | 32.82%-48.4pp |
| Employer contribution / active EE | $1,367 | $2,497-45.3% | $4,232-67.7% | $2,506-45.5% |
| Participant deferral / active EE | $3,621 | $4,490-19.3% | $5,602-35.4% | $4,310-16.0% |
| Admin fee / account holder | $206 | $162+26.9% | $10,323-98.0% | $188+9.6% |