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: CLEMENTS, PURVIS & STEWART,P.C. Service code 10 · EIN 58-1414947 1201 MADISON AVENUE NORTH · DOUGLAS, GA 31534 | Accounting | $10,500 |
ALLEN PRITCHETT & BASSETT, LLP1 year Service code 14 · EIN 58-1382220 405 TIFT AVENUE · TIFTON, GA 31794 | Plan Administrator | $9,995 |
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 | $24,922 | $65,557-62.0% | $105,738-76.4% | $56,287-55.7% |
| Participation rate | 46.0% | 63.4%-17.4pp | 76.3%-30.3pp | 69.9%-23.8pp |
| Annual return | -5.82% | -1.32%-4.5pp | 6.27%-12.1pp | -9.96%+4.1pp |
| Employer contribution / active EE | $1,056 | $1,788-41.0% | $3,268-67.7% | $2,111-50.0% |
| Participant deferral / active EE | $2,304 | $2,418-4.7% | $4,080-43.5% | $3,350-31.2% |
| Admin fee / account holder | $81 | $561-85.6% | $6,913-98.8% | $521-84.4% |