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 | Securities Custodian | $136,743 |
SOUTHERN BENEFIT ADMINISTRATORS8+ years Service code 13 · EIN 62-1116095 | Contract Administrator | $68,533 |
SYNOVUS TRUST COMPANY8+ years Service code 27 · EIN 58-6132179 | Advisory (Plan) | $42,263 |
Filed as: MORGAN LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $19,801 |
Filed as: DENNIS G. JENKINS Service code 10 · EIN 20-5886120 | Accounting | $6,700 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,140 | $76,774-43.8% | $112,228-61.6% | $77,904-44.6% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.1%+24.9pp | 73.7%+26.3pp |
| Annual return | -16.31% | -10.25%-6.1pp | 27.45%-43.8pp | 12.21%-28.5pp |
| Employer contribution / active EE | $3,045 | $3,977-23.4% | $3,635-16.2% | $2,848+6.9% |
| Participant deferral / active EE | $0 | $3,778-100.0% | $4,728-100.0% | $4,806-100.0% |
| Admin fee / account holder | $166 | $239-30.4% | $6,410-97.4% | $133+25.5% |