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 ADMINISTRATORS4+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $80,340 |
STANDARD VALUATIONS4+ years Service code 27 · EIN 41-1327339 790 CLEVELAND AVE 220 · ST. PAUL, MN 55116 | Advisory (Plan) | $28,000 |
Filed as: HARTNETT GLADNEY HETTERMAN, LLC Service code 29 · EIN 43-1205253 4399 LACLEDE AVENUE · ST. LOUIS, MO 63108 | Legal | $20,510 |
DANIELS, IRWIN & AYLOR4+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $19,125 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 011110001 | Recordkeeping | $2,213 |
MUTUAL FUNDS1 year Service code 19 | Securities Custodian | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,751 | $60,396+126.4% | $83,848+63.1% | $75,289+81.6% |
| Participation rate | 97.0% | 80.7%+16.3pp | 76.1%+20.9pp | 72.4%+24.6pp |
| Annual return | -4.19% | 3.84%-8.0pp | 850.88%-855.1pp | -0.04%-4.2pp |
| Employer contribution / active EE | $6,376 | $3,343+90.7% | $3,631+75.6% | $2,405+165.1% |
| Participant deferral / active EE | $91 | $2,922-96.9% | $4,082-97.8% | $3,739-97.6% |
| Admin fee / account holder | $104 | $141-26.7% | $5,478-98.1% | $102+1.3% |