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 |
|---|---|---|
RICHARD M. WEINER, P.A.1+ years Service code 29 7479 N.W. 4TH STREET · PLANTATION, FL 333172227 | Legal | $67,506 |
NEBA1+ years Filed as: NEBA INC. Service code 13 2010 NW 150TH AVE STE 100 · PEMBROKE PINES, FL 33028 | Contract Administrator | $38,979 |
MORGAN STANLEY SMITH BARNEY1+ years Service code 28 · EIN 26-4310632 1600 MARKET STREET · PHILADELPHIA, PA 19103 | Investment Management | $23,154 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 900 ASHWOOD PARKWAY · ATLANTA, GA 30338 | Actuarial | $20,225 |
S I GORDON & COMPANY, PA1+ years Service code 10 · EIN 46-1347290 1625 N COMMERCE PKWY 315 · WESTON, FL 33326 | Accounting | $4,731 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,984 | $68,413-72.3% | $123,104-84.6% | $55,191-65.6% |
| Participation rate | 100.0% | 84.5%+15.5pp | 86.8%+13.2pp | 69.2%+30.8pp |
| Annual return | -0.77% | 6.30%-7.1pp | 13.22%-14.0pp | 10.78%-11.5pp |
| Employer contribution / active EE | $2,102 | $3,050-31.1% | $5,151-59.2% | $1,899+10.7% |
| Participant deferral / active EE | $848 | $4,490-81.1% | $6,230-86.4% | $3,046-72.2% |
| Admin fee / account holder | $112 | $88+27.4% | $9,015-98.8% | $91+23.2% |