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: SOUTHERN BENEFITS ADMINISTRATORS Service code 14 · EIN 62-1116095 | Plan Administrator | $18,000 |
JENKINS & ASSOCIATES2 years Filed as: JENKINS AND ASSOCIATES Service code 14 · EIN 58-1596154 | Plan Administrator | $14,013 |
ARNALL GOLDEN GREGORY LLP8 years Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-0543673 | Legal | $12,138 |
LAPADULA CARLSON & CO2 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $9,835 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $19,467 | $82,917-76.5% | $103,333-81.2% | $77,643-74.9% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 9.76% | 19.13%-9.4pp | 24.88%-15.1pp | 31.24%-21.5pp |
| Employer contribution / active EE | $2,902 | $3,552-18.3% | $3,868-25.0% | $2,726+6.5% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $278 | $638-56.4% | $8,355-96.7% | $430-35.4% |