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 |
|---|---|---|
KELLEE K WALLACE4+ years Service code 12 P O BOX 905 · SHILLINGTON, PA 19607 | Claims processing | $48,000 |
BEYER-BARBER COMPANY4+ years Filed as: BEYER BARBER COMPANY Service code 11 · EIN 23-2503024 1136 HAMILTON STREET · ALLENTOWN, PA 18101 | Actuarial | $26,492 |
THE SEGAL COMPANY2 years Filed as: SEGAL MARCOS Service code 20 · EIN 13-2646110 P.O.BOX 6412 · NEW YORK, NY 10261 | Trustee (individual) | $24,500 |
HERBEIN & COMPANY, INC.3 years Filed as: HERBEIN COMPANY, INC Service code 10 · EIN 23-2415973 2763 CENTURY BOULEVARD · WYOMISSING, PA 19610 | Accounting | $10,700 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $14,174-100.0% | $245,396-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 24.8%-24.8pp | 43.0%-43.0pp | 4.7%-4.7pp |
| Annual return | -6.66% | 1.05%-7.7pp | -752.26%+745.6pp | -0.69%-6.0pp |
| Employer contribution / active EE | $5,132 | $11,363-54.8% | $31,802-83.9% | $16,786-69.4% |
| Participant deferral / active EE | $0 | $18,319-100.0% | $47-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $0 | $1,223-100.0% | $124-100.0% |