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 |
|---|---|---|
NEBA10+ years Filed as: NEBA INC. Service code 13 · EIN 65-0498809 | Contract Administrator | $99,279 |
SUGARMAN & SUSSKIND PA2 years Filed as: SUGARMAN & SUSSKIND, P.A Service code 29 · EIN 59-2539792 | Legal | $82,790 |
Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $76,226 |
Filed as: INVESTMENT PERFORMANCE SERVICES, LL Service code 27 642 NEWTON YARDLEY ROAD · NEWTON, PA 18940 | Advisory (Plan) | $60,000 |
Service code 28 · EIN 57-1150899 | Investment Management | $26,859 |
FIRST EAGLE2 years Filed as: FIRST EAGLE INVESTMENT MANAGEMENT, Service code 28 · EIN 57-1156902 | Investment Management | $24,530 |
VICTORY2 years Filed as: VICTORY CAPITAL MANAGEMENT INC. Service code 28 · EIN 13-2700161 | Investment Management | $21,189 |
LAPADULA CARLSON & CO1 year Service code 10 · EIN 65-0292391 | Accounting | $20,897 |
Filed as: HARDMAN JOHNSTON INTERNATIONAL EQUI Service code 28 300 ATLANTIC STREET · STAMFORD, CT 06901 | Investment Management | $20,286 |
SAGE ADVISORY SERVICES2 years Service code 27 5900 SW PARKWAY · AUSTIN, TX 78735 | Advisory (Plan) | $18,264 |
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 | $36,224-100.0% | $284,260-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 15.3%-15.3pp | 2.1%-2.1pp |
| Annual return | 8.62% | 9.11%-0.5pp | 37.43%-28.8pp | 9.14%-0.5pp |
| Employer contribution / active EE | $5,966 | $14,280-58.2% | $38,058-84.3% | $19,963-70.1% |
| Participant deferral / active EE | $0 | $758-100.0% | $121-100.0% | $919-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $266,169-100.0% | $200-100.0% |