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 9-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 |
|---|---|---|
SOUTHBRIDGE ADVISORS, LLC2 years Service code 28 533 C JOHNSON FERRY RD · MARIETTA, GA 30068 | Investment Management | $34,719 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,845 |
PENSION FINANCIAL SERVICES, INC.6+ years Service code 13 3700 CRESWOOD PARKWAY · DULUTH, GA 300967157 | Contract Administrator | $7,743 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,905 | $86,225-54.9% | $146,665-73.5% | $86,799-55.2% |
| Participation rate | 44.1% | 78.0%-33.9pp | 80.1%-36.0pp | 72.3%-28.2pp |
| Annual return | 12.59% | 31.23%-18.6pp | 22.74%-10.2pp | 97.91%-85.3pp |
| Employer contribution / active EE | $802 | $2,392-66.5% | $4,136-80.6% | $2,405-66.7% |
| Participant deferral / active EE | $1,414 | $4,245-66.7% | $5,506-74.3% | $4,131-65.8% |
| Admin fee / account holder | $237 | $195+21.5% | $10,280-97.7% | $170+39.9% |