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: PRUDENTIAL INSURANCE COMPANY Service code 19 · EIN 58-6132179 39 SCRANTON OFFICE PARK · SCRANTON, PA 18507 | Securities Custodian | $114,519 |
SYNOVUS TRUST COMPANY7+ years Service code 27 · EIN 58-6132179 P. O. BOX 120 · COLUMBUS, GA 31092 | Advisory (Plan) | $40,970 |
SOUTHERN BENEFIT ADMINISTRATORS7+ years Service code 13 · EIN 62-1116095 P. O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $25,400 |
MORGAN LEWIS3 years Filed as: MORGAN LEWIS & BOCKLUS LLP Service code 29 · EIN 23-0891050 1702 MARKET ST · PJHILADELPHIA, PA 19103 | Legal | $20,843 |
DENNIS G. JENKINS, CPA,LLC3 years Filed as: DENNIS G. JENKINS,CPA Service code 10 · EIN 20-5886120 1690 STONE VILLAGE LN · KENNESAW, GA 30152 | Accounting | $9,250 |
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 | $51,004 | $88,770-42.5% | $109,143-53.3% | $93,030-45.2% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 10.69% | 60.64%-49.9pp | 25.75%-15.1pp | 158.70%-148.0pp |
| Employer contribution / active EE | $2,589 | $3,780-31.5% | $3,722-30.4% | $2,706-4.3% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $175 | $172+1.5% | $6,752-97.4% | $152+15.4% |