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 ADMINISTRATORS5+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $37,000 |
MORGAN STANLEY SMITH BARNEY2 years Filed as: MORGAN STANLEY THE DOBBS GROUP Service code 27 · EIN 26-4310632 800 EAST 96TH ST., 400 · INDIANAPOLIS, IN 46240 | Advisory (Plan) | $35,000 |
Service code 12 · EIN 13-3689044 440 MAMARONECK AVE. · HARRISON, NY 10528 | Recordkeeping and information managem... | $23,317 |
DANIELS, IRWIN & AYLOR5+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $16,325 |
ASCENSUS LLC3 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70B RHOADS CENTER DRIVE · CENTERVILLE, OH 45458 | Legal | $13,513 |
MUTUAL FUNDS2 years Service code 19 | Securities Custodian | $0 |
NATIONAL FINANCIAL SERVICES3 years Service code 33 · EIN 04-3523567 1050 CROWN POINTE PKWY · ATLANTA, GA 30338 | Securities brokerage commissions and ... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,744 | $66,051-23.2% | $92,893-45.4% | $77,787-34.8% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | 24.76% | 20.69%+4.1pp | 109.41%-84.7pp | 32.57%-7.8pp |
| Employer contribution / active EE | $2,306 | $3,426-32.7% | $3,653-36.9% | $2,504-7.9% |
| Participant deferral / active EE | $0 | $3,013-100.0% | $4,236-100.0% | $3,967-100.0% |
| Admin fee / account holder | $116 | $148-21.6% | $5,794-98.0% | $100+15.7% |