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 | $19,864 |
DANIELS, IRWIN & AYLOR4+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $9,950 |
VENABLE LLP4+ years Filed as: VENABLE LAW FIRM, P.A. Service code 29 · EIN 59-1824867 7402 N. 56TH ST., STE 380 · TAMPA, FL 33617 | Legal | $5,084 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD 500 INDEX FUND ADMIRAL SHS Service code 19 | Securities Custodian | $0 |
THE VANGUARD GROUP, INC.4+ years Filed as: VANGUARD SHORT-TERM INTERMEDIATE-GR 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 | $27,462 | $55,449-50.5% | $83,848-67.2% | $56,287-51.2% |
| Participation rate | 100.0% | 68.0%+32.0pp | 76.1%+23.9pp | 69.9%+30.1pp |
| Annual return | -1.77% | -1.38%-0.4pp | 850.88%-852.6pp | -9.96%+8.2pp |
| Employer contribution / active EE | $668 | $2,430-72.5% | $3,631-81.6% | $2,111-68.3% |
| Participant deferral / active EE | $0 | $2,935-100.0% | $4,082-100.0% | $3,350-100.0% |
| Admin fee / account holder | $216 | $656-67.0% | $5,478-96.1% | $521-58.5% |