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 ADMIN3+ years Service code 13 · EIN 65-0498809 8657 BAYPINE ROAD, BLDG.5 STE 200 · JACKSONVILLE, FL 32256 | Contract Administrator | $42,551 |
SMITH, GAMBRELL & RUSSELL, LLP3+ years Filed as: SMITH, GAMBRELL, & RUSSELL, LLP Service code 29 · EIN 58-0967450 50 NORTH LAURA STREET, STE 2600 · JACKSONVILLE, FL 32202 | Legal | $13,262 |
STEVEN D EISENBERG CPA PA3+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $13,250 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $80,005-100.0% | $140,016-100.0% | $55,725-100.0% |
| Participation rate | 0.0% | 87.0%-87.0pp | 87.5%-87.5pp | 70.9%-70.9pp |
| Annual return | 8.98% | 0.46%+8.5pp | 651.12%-642.1pp | 244.93%-236.0pp |
| Employer contribution / active EE | $3,252 | $3,403-4.4% | $5,606-42.0% | $2,078+56.5% |
| Participant deferral / active EE | $0 | $5,264-100.0% | $6,927-100.0% | $3,356-100.0% |
| Admin fee / account holder | $0 | $116-100.0% | $10,705-100.0% | $115-100.0% |