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 |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 15 · EIN 06-1050034 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping | $66,539 |
SOUTHERN BENEFIT ADMINISTRATORS10+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $48,221 |
REYNOLDS CONSULTING SERVICES8 years Service code 70 25 NEWBRIDGE RD STE 205 · HICKSVILLE, NY 11801 | Consulting Fees | $29,167 |
DANIELS, IRWIN & AYLOR10+ years Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $16,750 |
Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILLE, TN 37203 | Legal | $9,435 |
MUTUAL FUNDS7 years Service code 19 | Securities Custodian | $0 |
Annual investment return 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 | $69,491 | $92,224-24.6% | $105,223-34.0% | $79,634-12.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.0%+25.0pp | 62.5%+37.5pp |
| Annual return | 8.08% | 88.65%-80.6pp | 180.65%-172.6pp | 36.46%-28.4pp |
| Employer contribution / active EE | $3,361 | $3,965-15.2% | $3,689-8.9% | $2,529+32.9% |
| Participant deferral / active EE | $0 | $3,834-100.0% | $5,072-100.0% | $3,835-100.0% |
| Admin fee / account holder | $216 | $1,121-80.7% | $8,859-97.6% | $1,002-78.4% |