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 6-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: SOUTHERN BENEFITS ADMINISTRATORS IN Service code 14 · EIN 62-1116095 | Plan Administrator | $12,000 |
LAPADULA CARLSON & CO1 year Filed as: LAPADULA CARLSON & CO. Service code 10 · EIN 65-0292391 | Accounting | $8,500 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,426 | $241,101-97.7% | $103,333-94.7% | $199,593-97.3% |
| Participation rate | 100.0% | 78.3%+21.7pp | 74.5%+25.5pp | 72.0%+28.0pp |
| Annual return | 5.53% | 17.80%-12.3pp | 24.88%-19.3pp | 34.25%-28.7pp |
| Employer contribution / active EE | $2,837 | $4,244-33.2% | $3,868-26.6% | $3,034-6.5% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $24 | $288-91.5% | $8,355-99.7% | $269-90.9% |