See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: CANNON FINANCIAL STRATEGISTS, Service code 15 649-8 SOUTH MILLEDGE AVENUE · ATHENS, GA 30605 | Recordkeeping | $24,088 |
PAYCHEX, INC.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $5,266 |
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 | $70,886 | $58,726+20.7% | $92,233-23.1% | $62,292+13.8% |
| Participation rate | 52.6% | 68.3%-15.8pp | 76.5%-23.9pp | 69.5%-16.9pp |
| Annual return | 14.91% | 43.62%-28.7pp | 176.28%-161.4pp | 28.90%-14.0pp |
| Employer contribution / active EE | $1,458 | $2,392-39.0% | $3,679-60.4% | $2,042-28.6% |
| Participant deferral / active EE | $2,861 | $2,766+3.5% | $3,897-26.6% | $3,169-9.7% |
| Admin fee / account holder | $271 | $556-51.3% | $5,194-94.8% | $479-43.5% |