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 |
|---|---|---|
ATLANTA CAPITAL MANAGEMENT1+ years Filed as: ATLANTA RETIREMENT PARTNERS Service code 27 · EIN 04-3046611 | Advisory (Plan) | $11,481 |
Service code 37 · EIN 04-2647786 | Loan Processing | $875 |
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $32,549 | $52,903-38.5% | $73,307-55.6% | $59,632-45.4% |
| Participation rate | 87.1% | 68.2%+18.8pp | 74.9%+12.1pp | 68.7%+18.4pp |
| Annual return | 8.42% | 12.20%-3.8pp | 5.67%+2.7pp | 2041.28%-2032.9pp |
| Employer contribution / active EE | $2,176 | $1,909+14.0% | $3,237-32.8% | $2,203-1.2% |
| Participant deferral / active EE | $10,848 | $4,069+166.6% | $4,991+117.3% | $3,192+239.9% |
| Admin fee / account holder | $94 | $3,834-97.5% | $5,637-98.3% | $4,297-97.8% |