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 |
|---|---|---|
VICTORY5 years Filed as: VICTORY CAPITAL INVESTMENT TRUST Service code 28 · EIN 90-6240599 4249 EASTON WAY STE 43219 · COLUMBIA, OH 43219 | Investment Management | $49,762 |
SOUTHERN BENEFIT ADMINISTRATORS9+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $39,945 |
Service code 28 · EIN 13-3257590 300 ATLANTIC ST STE 601 · STAMFORD, CT 06901 | Investment Management | $31,907 |
Service code 27 · EIN 58-1645832 570 E. YORK ST · SAVANNAH, GA 31401 | Advisory (Plan) | $25,000 |
DANIELS, IRWIN & AYLOR2 years Filed as: DANIELS, IRWIN & AYLOR CPAS Service code 10 · EIN 62-1802605 223 MADISON ST STE 112 · MADISON, TN 371153660 | Accounting | $13,550 |
NATIONAL INVESTMENT SERVICES3 years Service code 19 · EIN 84-3937993 777 E. WISCONSIN AVE 2350 · MILWAUKEE, WI 53202 | Securities Custodian | $11,435 |
Filed as: BARROW HANLEY INVESTMENTS Service code 19 · EIN 75-2403190 3232 MCKINNEY AVE · DALLAS, TX 75204 | Securities Custodian | $0 |
GOLDMAN SACHS2 years Filed as: CORBIN CAPITAL PARTNERS, LP Service code 19 · EIN 30-0299433 | Securities Custodian | $0 |
FIRST EAGLE3 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 |
Filed as: MESIROW FINANCIAL Service code 19 353 N. CLARK STREET · CHICAGO, IL 60654 | Securities Custodian | $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 | $38,183 | $82,917-53.9% | $103,333-63.0% | $77,643-50.8% |
| Participation rate | 100.0% | 71.6%+28.4pp | 74.5%+25.5pp | 70.6%+29.4pp |
| Annual return | 5.84% | 19.13%-13.3pp | 24.88%-19.0pp | 31.24%-25.4pp |
| Employer contribution / active EE | $10,000 | $3,552+181.6% | $3,868+158.5% | $2,726+266.8% |
| Participant deferral / active EE | $0 | $4,108-100.0% | $5,057-100.0% | $4,647-100.0% |
| Admin fee / account holder | $138 | $638-78.4% | $8,355-98.3% | $430-67.9% |