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 |
|---|---|---|
Service code 15 · EIN 65-0608221 | Recordkeeping | $49,806 |
ADVISORY SOUTH4 years Service code 26 7000 CENTRAL PARKWAY · ATLANTA, GA 30328 | Advisory (Participants) | $13,477 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $31,041 | $100,801-69.2% | $149,696-79.3% | $73,409-57.7% |
| Participation rate | 50.5% | 77.7%-27.2pp | 82.5%-32.0pp | 72.2%-21.7pp |
| Annual return | 24.20% | 265.34%-241.1pp | 276.60%-252.4pp | 59.29%-35.1pp |
| Employer contribution / active EE | $700 | $3,312-78.9% | $4,644-84.9% | $2,234-68.7% |
| Participant deferral / active EE | $1,535 | $6,404-76.0% | $6,842-77.6% | $3,805-59.7% |
| Admin fee / account holder | $184 | $181+1.5% | $9,309-98.0% | $158+16.3% |