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 ADMINISTRATORS1+ years Service code 13 · EIN 62-1116095 | Contract Administrator | $49,123 |
O'DONOGHUE & O'DONOGHUE1+ years Service code 29 · EIN 53-0210528 | Legal | $18,943 |
SALTER & COMPANY, LLC1+ years Service code 10 · EIN 20-8078757 | Accounting | $9,604 |
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 | $14,814 | $55,516-73.3% | $75,781-80.5% | $59,188-75.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 0.60% | -1.89%+2.5pp | 9.68%-9.1pp | 5.51%-4.9pp |
| Employer contribution / active EE | $1,161 | $2,604-55.4% | $3,323-65.1% | $2,098-44.7% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $70 | $110-36.7% | $5,299-98.7% | $92-24.5% |