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 |
|---|---|---|
BENESYS, INC.4 years Filed as: BENESYS Service code 13 · EIN 38-2383171 | Contract Administrator | $35,707 |
VENABLE LAW FIRM10+ years Service code 29 · EIN 58-1824267 | Legal | $11,395 |
SOUTHERN ACTUARIAL SERVICES10+ years Service code 11 · EIN 58-2409046 | Actuarial | $10,675 |
NOVAK FRANCELLA LLC1 year Filed as: NOVAK FRANCELLA, LLC Service code 10 · EIN 61-1436956 | Accounting | $10,000 |
ANDCO CONSULTING2 years Filed as: ANDCO CONSULTING LLC Service code 27 · EIN 59-3676225 | Advisory (Plan) | $6,750 |
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.
Employer contribution per participant 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 | $325,553-100.0% | $325,553-100.0% | $338,137-100.0% |
| Participation rate | 0.0% | 32.3%-32.3pp | 16.2%-16.2pp | 43.9%-43.9pp |
| Annual return | 12.71% | 9.11%+3.6pp | 9.14%+3.6pp | 13.05%-0.3pp |
| Employer contribution / active EE | $4,072 | $46,852-91.3% | $40,504-89.9% | $37,651-89.2% |
| Participant deferral / active EE | $0 | $37-100.0% | $42-100.0% | $49-100.0% |
| Admin fee / account holder | $0 | $17,411-100.0% | $17,411-100.0% | $30,946-100.0% |