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 |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS10+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $99,826 |
STANDARD VALUATIONS10+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $33,200 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $21,500 |
HARTNETT REYES-JONES, LLC7 years Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $12,325 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 15 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $514 |
GAC & MUTUAL FUNDS5 years Service code 19 | Securities Custodian | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,416 | $241,101-13.6% | $103,333+101.7% | $199,593+4.4% |
| Participation rate | 88.7% | 78.3%+10.4pp | 74.5%+14.2pp | 72.0%+16.7pp |
| Annual return | 15.84% | 17.80%-2.0pp | 24.88%-9.0pp | 34.25%-18.4pp |
| Employer contribution / active EE | $6,928 | $4,244+63.2% | $3,868+79.1% | $3,034+128.3% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $105 | $288-63.4% | $8,355-98.7% | $269-60.8% |