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 15 · EIN 58-6132179 | Recordkeeping | $101,728 |
Filed as: MORGAN, LEWIS & BOCKIUS LLP Service code 29 · EIN 23-0891050 | Legal | $74,297 |
SYNOVUS TRUST COMPANY9+ years Service code 27 · EIN 58-6132179 | Advisory (Plan) | $47,553 |
SOUTHERN BENEFIT ADMINISTRATORS9+ years Service code 14 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Plan Administrator | $27,834 |
PBMARES, LLP1 year Service code 10 · EIN 54-0737372 3957 WESTERRE PKWY · RICHMOND, VA 23233 | Accounting | $11,206 |
MUTUAL FUNDS1 year Service code 28 | Investment Management | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,717 | $88,480-39.3% | $96,683-44.4% | $80,160-33.0% |
| Participation rate | 100.0% | 79.9%+20.1pp | 74.3%+25.7pp | 72.9%+27.1pp |
| Annual return | 15.78% | 22.53%-6.8pp | 35.69%-19.9pp | 40.38%-24.6pp |
| Employer contribution / active EE | $3,744 | $4,176-10.4% | $3,737+0.2% | $2,978+25.7% |
| Participant deferral / active EE | $0 | $3,959-100.0% | $4,878-100.0% | $5,017-100.0% |
| Admin fee / account holder | $221 | $212+4.4% | $6,730-96.7% | $145+52.6% |