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 | $36,608 |
WELLINGTON TRUST COMPANY5 years Service code 19 · EIN 04-2755549 280 CONGRESS ST · BOSTON, MA 02210 | Securities Custodian | $22,118 |
Service code 27 · EIN 58-2432390 570 E YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $16,250 |
DANIELS, IRWIN & AYLOR10+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $11,275 |
NATIONAL INVESTMENT SERVICES5 years Service code 19 · EIN 84-3937993 777E WISCONSIN AVESTE2350 · MILWAUKEE, WI 53202 | Securities Custodian | $5,820 |
BOSTON PARTNERS10+ years Service code 28 · EIN 98-0202744 28 STATE STREET · BOSTON, MA 02109 | Investment Management | $0 |
HEDGESERV LIMITED5 years Filed as: HEDGESERV Service code 19 4 TIMES SQUARE, 8TH FL · NEW YORK, NY 10036 | Securities Custodian | $0 |
Filed as: INTERCONTINENTAL REAL ESTATE CORPOR Service code 19 1270 SOLDIERS FIELD ROAD · BRIGHTON, MA 02135 | Securities Custodian | $0 |
MUTUAL FUND3 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 | $61,047 | $80,724-24.4% | $103,333-40.9% | $74,495-18.1% |
| Participation rate | 100.0% | 65.7%+34.3pp | 74.5%+25.5pp | 67.2%+32.8pp |
| Annual return | 7.32% | 27.56%-20.2pp | 24.88%-17.6pp | 1364.94%-1357.6pp |
| Employer contribution / active EE | $6,881 | $3,157+118.0% | $3,868+77.9% | $2,623+162.3% |
| Participant deferral / active EE | $0 | $3,860-100.0% | $5,057-100.0% | $4,346-100.0% |
| Admin fee / account holder | $262 | $2,368-88.9% | $8,355-96.9% | $1,942-86.5% |