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 ADMINISTRATORS2+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $31,423 |
DANIELS, IRWIN & AYLOR2+ years Filed as: DANIELS IRWIN & AYLOR Service code 10 · EIN 62-1802605 223 MADISON ST. SUITE 112 · MADISON, TN 37115 | Accounting | $5,925 |
DODGE & COX2+ years Filed as: DODGE & COX BALANCED FUND Service code 19 P.O. BOX 8422 · BOSTON, MA 022668422 | Securities Custodian | $0 |
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 | $21,475 | $54,392-60.5% | $84,750-74.7% | $63,975-66.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 76.6%+23.4pp | 71.1%+28.9pp |
| Annual return | 16.28% | 611.38%-595.1pp | 22.78%-6.5pp | 48.65%-32.4pp |
| Employer contribution / active EE | $1,120 | $2,943-62.0% | $3,574-68.7% | $2,182-48.7% |
| Participant deferral / active EE | $0 | $2,593-100.0% | $3,712-100.0% | $3,356-100.0% |
| Admin fee / account holder | $41 | $136-70.0% | $5,332-99.2% | $70-42.2% |