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 |
|---|---|---|
SOUTHERN BENEFIT ADMINISTRATORS6+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $24,920 |
ANDCO CONSULTING5 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $13,500 |
VENABLE LAW FIRM6+ years Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824267 7402 N. 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $11,880 |
STEVEN D EISENBERG CPA PA6+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE100 · SUNRISE, FL 33325 | Accounting | $6,446 |
Employer contribution per participant 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 | $19,724 | $110,699-82.2% | $177,821-88.9% | $90,288-78.2% |
| Participation rate | 100.0% | 88.3%+11.7pp | 87.7%+12.3pp | 73.4%+26.6pp |
| Annual return | 13.48% | 22.79%-9.3pp | 48.32%-34.8pp | 53.97%-40.5pp |
| Employer contribution / active EE | $993 | $4,118-75.9% | $5,918-83.2% | $2,524-60.7% |
| Participant deferral / active EE | $0 | $6,731-100.0% | $7,714-100.0% | $4,232-100.0% |
| Admin fee / account holder | $54 | $90-39.7% | $12,427-99.6% | $114-52.4% |