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 |
|---|---|---|
CAPSOUTH PARTNERS4+ years Filed as: CAPSOUTH PARTNERS, INC. Service code 20 · EIN 01-0647966 2216 W MAIN STREET · DOTHAN, AL 363011222 | Trustee (individual) | $19,521 |
EMPLOYEE FIDUCIARY, LLC4+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $12,142 |
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 | $35,773 | $55,449-35.5% | $83,848-57.3% | $56,287-36.4% |
| Participation rate | 69.8% | 68.0%+1.8pp | 76.1%-6.4pp | 69.9%-0.1pp |
| Annual return | -5.23% | -1.38%-3.9pp | 850.88%-856.1pp | -9.96%+4.7pp |
| Employer contribution / active EE | $532 | $2,430-78.1% | $3,631-85.4% | $2,111-74.8% |
| Participant deferral / active EE | $1,959 | $2,935-33.3% | $4,082-52.0% | $3,350-41.5% |
| Admin fee / account holder | $283 | $656-56.9% | $5,478-94.8% | $521-45.7% |