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 |
|---|---|---|
SOUTHERN CAPITAL ADVISORS LLC5 years Service code 27 · EIN 82-3410289 | Advisory (Plan) | $29,516 |
Service code 60 · EIN 04-2647786 | Sub-TA Fees | $11,303 |
Service code 10 · EIN 62-1110839 | Accounting | $8,250 |
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.)
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 | $66,370 | $61,272+8.3% | $149,673-55.7% | $71,457-7.1% |
| Participation rate | 68.3% | 62.5%+5.8pp | 78.8%-10.5pp | 67.9%+0.3pp |
| Annual return | 18.30% | 35.85%-17.5pp | 134.42%-116.1pp | 28.85%-10.5pp |
| Employer contribution / active EE | $1,410 | $2,378-40.7% | $4,818-70.7% | $2,588-45.5% |
| Participant deferral / active EE | $2,006 | $2,917-31.2% | $5,680-64.7% | $4,289-53.2% |
| Admin fee / account holder | $558 | $1,261-55.8% | $13,210-95.8% | $1,587-64.9% |