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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $34,951 |
ADVISORY SOUTH1 year Service code 26 7000 CENTRAL PARKWAY · ATLANTA, GA 30328 | Advisory (Participants) | $7,669 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $42,388 | $155,795-72.8% | $136,294-68.9% | $69,631-39.1% |
| Participation rate | 35.3% | 75.2%-40.0pp | 81.9%-46.6pp | 70.7%-35.4pp |
| Annual return | 29.40% | 232464.33%-232434.9pp | 5155.94%-5126.5pp | 27571.02%-27541.6pp |
| Employer contribution / active EE | $474 | $2,991-84.1% | $4,695-89.9% | $2,032-76.7% |
| Participant deferral / active EE | $1,040 | $5,394-80.7% | $6,247-83.4% | $3,224-67.7% |
| Admin fee / account holder | $309 | $128+141.2% | $9,243-96.7% | $110+180.1% |