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 |
|---|---|---|
UBS FINANCIAL SERVICES INC5+ years Filed as: UBS FINANCIAL SERVICES Service code 27 · EIN 13-2638166 1200 HARBOR BLVD · WEEHAWKEN, NJ 07086 | Advisory (Plan) | $146,490 |
ORLEANS CAPITAL MANAGEMENT5+ years Service code 28 · EIN 72-1193530 P. O. BOX 1750 · MANDEVILLE, LA 70470 | Investment Management | $73,405 |
JPMORGAN INVEST HOLDINGS LLC5+ years Filed as: CHEVY CHASE TRUST Service code 21 · EIN 52-2037618 7501 WISCONSIN AVE · BETHESDA, MD 20814 | Bank Trustee | $44,300 |
SOUTHERN BENEFIT ADMINISTRATORS5+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $44,000 |
HANCOCK WHITNEY BANK1 year Service code 19 · EIN 72-0210640 2510 14TH ST · GULFPORT, MS 39501 | Securities Custodian | $36,974 |
Filed as: ROBEIN, URANN, SPENCER, & PICARD Service code 29 · EIN 72-0999672 2540 SEVERN AVE · METAIRE, LA 70002 | Legal | $33,509 |
Filed as: DENNIS G JENKINS,CPA,LLC Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN STE 501 · KENNESAW, GA 30152 | Accounting | $16,000 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $84,660 | $91,517-7.5% | $101,248-16.4% | $73,409+15.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.8%+24.2pp | 72.2%+27.8pp |
| Annual return | -4.12% | 17.17%-21.3pp | 46.47%-50.6pp | 59.29%-63.4pp |
| Employer contribution / active EE | $5,052 | $2,877+75.6% | $3,660+38.0% | $2,234+126.2% |
| Participant deferral / active EE | $0 | $3,338-100.0% | $4,370-100.0% | $3,805-100.0% |
| Admin fee / account holder | $598 | $216+177.0% | $5,945-89.9% | $158+278.6% |