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 PARTNERS6+ years Filed as: CAPSOUTH PARTNERS, INC. Service code 20 · EIN 01-0647966 2216 W MAIN STREET · DOTHAN, AL 363011222 | Trustee (individual) | $20,874 |
EMPLOYEE FIDUCIARY, LLC6+ years Service code 15 · EIN 61-1579239 250 STATE STREET · MOBILE, AL 36603 | Recordkeeping | $12,427 |
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.)
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 | $59,924 | $69,362-13.6% | $101,248-40.8% | $73,488-18.5% |
| Participation rate | 60.7% | 68.4%-7.7pp | 75.8%-15.1pp | 70.7%-10.0pp |
| Annual return | 12.33% | 18.46%-6.1pp | 46.47%-34.1pp | 28.51%-16.2pp |
| Employer contribution / active EE | $616 | $2,628-76.6% | $3,660-83.2% | $2,270-72.9% |
| Participant deferral / active EE | $2,129 | $3,300-35.5% | $4,370-51.3% | $3,740-43.1% |
| Admin fee / account holder | $333 | $704-52.7% | $5,945-94.4% | $513-35.1% |