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 9-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 |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN2+ years Service code 13 · EIN 65-0498809 8657 BAYPINE ROAD, BLDG.5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $42,545 |
SMITH, GAMBRELL & RUSSELL, LLP2+ years Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 50 NORTH LAURA STREET, STE 2600 · JACKSONVILLE, FL 32202 | Legal | $18,108 |
STEVEN D EISENBERG CPA PA2+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $12,411 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $266,879-100.0% | $149,718-100.0% | - |
| Participation rate | 0.0% | 82.4%-82.4pp | 87.1%-87.1pp | - |
| Annual return | 10.19% | 8.05%+2.1pp | 1501.63%-1491.4pp | - |
| Employer contribution / active EE | $0 | $3,117-100.0% | $5,445-100.0% | - |
| Participant deferral / active EE | $0 | $4,642-100.0% | $6,569-100.0% | - |
| Admin fee / account holder | $0 | $11,107-100.0% | $11,283-100.0% | - |