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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS3+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $20,924 |
DANIELS, IRWIN & AYLOR3+ years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 223 MADISON ST STE 112 · MADISON, TN 37115 | Accounting | $5,925 |
MUTUAL FUNDS1 year Service code 19 | Securities Custodian | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,932 | $221,442-97.8% | $92,233-94.7% | $77,958-93.7% |
| Participation rate | 100.0% | 79.6%+20.4pp | 76.5%+23.5pp | 71.6%+28.4pp |
| Annual return | 5.42% | 15.65%-10.2pp | 176.28%-170.9pp | 20.87%-15.4pp |
| Employer contribution / active EE | $578 | $3,226-82.1% | $3,679-84.3% | $2,310-75.0% |
| Participant deferral / active EE | $0 | $2,779-100.0% | $3,897-100.0% | $3,537-100.0% |
| Admin fee / account holder | $34 | $210-83.6% | $5,194-99.3% | $97-64.8% |