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 |
|---|---|---|
SOUTHERN CAPITAL ADVISORS LLC4 years Service code 27 · EIN 82-3410289 | Advisory (Plan) | $30,824 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $12,101 |
Service code 10 · EIN 62-1110839 | Accounting | $7,900 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,931 | $65,061-24.8% | $143,757-66.0% | $66,914-26.9% |
| Participation rate | 80.2% | 65.2%+15.0pp | 80.3%-0.1pp | 69.8%+10.4pp |
| Annual return | -18.42% | -11.14%-7.3pp | -0.04%-18.4pp | 1.58%-20.0pp |
| Employer contribution / active EE | $1,393 | $2,361-41.0% | $4,951-71.9% | $2,544-45.3% |
| Participant deferral / active EE | $2,125 | $2,919-27.2% | $5,637-62.3% | $4,237-49.8% |
| Admin fee / account holder | $489 | $502-2.6% | $14,673-96.7% | $593-17.6% |