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 |
|---|---|---|
Service code 99 · EIN 46-2309236 | Other Fees | $13,338 |
Service code 49 | Other Services | $4,301 |
MORNINGSTAR3 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,234 |
Filed as: SOUTHEASTERN EMPLOYEE BENEFITS SVCS Service code 49 · EIN 20-5923747 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,756 | $49,915+45.8% | $154,803-53.0% | $74,304-2.1% |
| Participation rate | 52.5% | 54.0%-1.4pp | 78.1%-25.5pp | 60.3%-7.8pp |
| Annual return | 15.60% | 34.06%-18.5pp | 58.88%-43.3pp | 29.43%-13.8pp |
| Employer contribution / active EE | $982 | $1,611-39.1% | $4,305-77.2% | $2,241-56.2% |
| Participant deferral / active EE | $4,441 | $2,255+97.0% | $5,540-19.8% | $3,767+17.9% |
| Admin fee / account holder | $217 | $2,189-90.1% | $14,329-98.5% | $2,969-92.7% |