Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 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 49 | Other Services | $18,576 |
Service code 99 · EIN 46-2309236 | Other Fees | $12,052 |
MORNINGSTAR2 years Service code 27 · EIN 36-3297908 | Advisory (Plan) | $1,187 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,952 | $55,472+15.3% | $155,567-58.9% | $74,546-14.2% |
| Participation rate | 65.0% | 61.9%+3.1pp | 78.2%-13.2pp | 67.2%-2.2pp |
| Annual return | 14.87% | 268.72%-253.8pp | 64.74%-49.9pp | 1366.03%-1351.2pp |
| Employer contribution / active EE | $1,144 | $2,269-49.6% | $4,674-75.5% | $2,624-56.4% |
| Participant deferral / active EE | $5,153 | $2,838+81.6% | $5,628-8.4% | $4,347+18.5% |
| Admin fee / account holder | $147 | $1,743-91.5% | $15,916-99.1% | $1,944-92.4% |