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 |
|---|---|---|
VICTORY4 years Filed as: VICTORY CAPITAL INVESTMENT TRUST Service code 28 · EIN 90-6240599 4249 EASTON WAY STE 43219 · COLUMBIA, OH 43219 | Investment Management | $60,129 |
SOUTHERN BENEFIT ADMINISTRATORS8+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $37,818 |
Service code 28 · EIN 13-3257590 300 ATLANTIC ST STE 601 · STAMFORD, CT 06901 | Investment Management | $27,377 |
Service code 27 · EIN 58-1645832 570 E. YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $24,583 |
DANIELS, IRWIN & AYLOR1 year Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 371153660 | Accounting | $11,500 |
NATIONAL INVESTMENT SERVICES2 years Service code 19 · EIN 84-3937993 777 E. WISCONSIN AVE 2350 · MILWAUKEE, WI 53202 | Securities Custodian | $6,758 |
Service code 29 · EIN 62-0513048 223 ROSA L PARKS AVE 200 · NASHVILLE, TN 37203 | Legal | $2,089 |
Filed as: BARROW HANLEY INVESTMENTS Service code 19 · EIN 75-2403190 3232 MCKINNEY AVE · DALLAS, TX 75204 | Securities Custodian | $0 |
GOLDMAN SACHS1 year Filed as: CORBIN CAPITAL PARTNERS, LP Service code 19 · EIN 30-0299433 | Securities Custodian | $0 |
FIRST EAGLE2 years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT Service code 28 · EIN 57-1156902 1345 AVE. OF THE AMERICAS · NEW YORK, NY 10105 | Investment Management | $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 | $36,142 | $92,971-61.1% | $96,683-62.6% | $74,419-51.4% |
| Participation rate | 100.0% | 71.5%+28.5pp | 74.3%+25.7pp | 70.7%+29.3pp |
| Annual return | 6.99% | 37.49%-30.5pp | 35.69%-28.7pp | 34.38%-27.4pp |
| Employer contribution / active EE | $10,819 | $3,426+215.8% | $3,737+189.5% | $2,637+310.2% |
| Participant deferral / active EE | $0 | $3,970-100.0% | $4,878-100.0% | $4,528-100.0% |
| Admin fee / account holder | $128 | $633-79.7% | $6,730-98.1% | $348-63.1% |