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 ADMINISTRATORS6+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $37,096 |
MORGAN STANLEY SMITH BARNEY3 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 | Shareholder servicing fees; Sales loa... | $14,958 |
DANIELS, IRWIN & AYLOR6+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $14,850 |
ASCENSUS LLC4 years Filed as: LEDBETTER PARISI LLC Service code 29 · EIN 03-0599899 70B RHOADS CENTER DRIVE · CENTERVILLE, OH 45458 | Legal | $14,052 |
MUTUAL FUNDS3 years Service code 19 | Securities Custodian | $0 |
NATIONAL FINANCIAL SERVICES4 years Service code 33 · EIN 04-3523567 1050 CROWN POINTE PKWY · ATLANTA, GA 30338 | Securities brokerage; Securities brok... | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,055 | $81,719-21.6% | $101,248-36.7% | $90,288-29.1% |
| Participation rate | 100.0% | 80.7%+19.3pp | 75.8%+24.2pp | 73.4%+26.6pp |
| Annual return | 19.91% | 337.64%-317.7pp | 46.47%-26.6pp | 53.97%-34.1pp |
| Employer contribution / active EE | $2,199 | $3,622-39.3% | $3,660-39.9% | $2,524-12.9% |
| Participant deferral / active EE | $0 | $3,310-100.0% | $4,370-100.0% | $4,232-100.0% |
| Admin fee / account holder | $112 | $162-30.6% | $5,945-98.1% | $114-1.5% |