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 I Service code 15 649-8 SOUTH MILLEDGE AVE · ATHENS, GA 30605 | Recordkeeping | $34,702 |
PAYCHEX, INC.6+ years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $11,231 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,163 | $69,362+63.1% | $101,248+11.8% | $73,488+54.0% |
| Participation rate | 43.7% | 68.4%-24.7pp | 75.8%-32.1pp | 70.7%-27.0pp |
| Annual return | 13.45% | 18.46%-5.0pp | 46.47%-33.0pp | 28.51%-15.1pp |
| Employer contribution / active EE | $1,493 | $2,628-43.2% | $3,660-59.2% | $2,270-34.2% |
| Participant deferral / active EE | $2,774 | $3,300-15.9% | $4,370-36.5% | $3,740-25.8% |
| Admin fee / account holder | $427 | $704-39.3% | $5,945-92.8% | $513-16.8% |