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 | $40,806 |
LAPADULA CARLSON & CO3 years Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $13,460 |
ARNALL GOLDEN GREGORY LLP9 years Filed as: ARNALL GOLDEN GREGORY Service code 29 · EIN 58-0543673 | Legal | $7,678 |
SEGALL BRYANT & HAMILL1 year Filed as: SEGALL BRYANT & HAMILL, LLC Service code 29 · EIN 41-1788385 | Legal | $1,135 |
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 | $18,221 | $95,880-81.0% | $107,525-83.1% | $85,563-78.7% |
| Participation rate | 100.0% | 70.1%+29.9pp | 75.1%+24.9pp | 66.0%+34.0pp |
| Annual return | 6.96% | 68.06%-61.1pp | 181.32%-174.4pp | 31.51%-24.6pp |
| Employer contribution / active EE | $2,296 | $3,812-39.8% | $3,754-38.8% | $2,654-13.5% |
| Participant deferral / active EE | $0 | $4,201-100.0% | $5,116-100.0% | $4,375-100.0% |
| Admin fee / account holder | $220 | $1,025-78.6% | $8,919-97.5% | $834-73.7% |