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 |
|---|---|---|
CAHABA WEALTH MANAGEMENT7 years Service code 27 · EIN 27-0755780 | Advisory (Plan) | $70,000 |
Service code 37 · EIN 04-2647786 | Loan Processing | -$6,005 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $298,167 | $106,110+181.0% | $147,005+102.8% | $77,671+283.9% |
| Participation rate | 63.7% | 78.4%-14.7pp | 82.2%-18.4pp | 70.6%-6.9pp |
| Annual return | 13.63% | 56.77%-43.1pp | 418.76%-405.1pp | 31.21%-17.6pp |
| Employer contribution / active EE | $7,381 | $4,065+81.6% | $4,934+49.6% | $2,726+170.7% |
| Participant deferral / active EE | $5,546 | $7,992-30.6% | $8,070-31.3% | $4,648+19.3% |
| Admin fee / account holder | $215 | $338-36.2% | $13,006-98.3% | $430-49.9% |