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 ADMINISTRATORS8+ years Filed as: SOUTHERN BENEFIT ADMINISTRATORS INC Service code 13 · EIN 62-1116095 P.O. BOX 1449 · GOODLETTSVILLE, TN 37070 | Contract Administrator | $32,440 |
ANDCO CONSULTING7 years Service code 27 · EIN 59-3676225 4901 VINELAND ROAD, STE 600 · ORLANDO, FL 32811 | Advisory (Plan) | $13,500 |
VENABLE LAW FIRM8+ years Filed as: VENABLE LAW FIRM PA Service code 29 · EIN 59-1824267 7402 N. 56TH STREET STE 380 · TAMPA, FL 33637 | Legal | $9,870 |
STEVEN D EISENBERG CPA PA8+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE100 · SUNRISE, FL 33325 | Accounting | $8,660 |
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 | $17,743 | $95,918-81.5% | $151,611-88.3% | $77,904-77.2% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.5%+12.5pp | 73.7%+26.3pp |
| Annual return | -11.86% | -5.50%-6.4pp | 3.33%-15.2pp | 12.21%-24.1pp |
| Employer contribution / active EE | $1,351 | $4,330-68.8% | $6,166-78.1% | $2,848-52.6% |
| Participant deferral / active EE | $0 | $7,508-100.0% | $8,363-100.0% | $4,806-100.0% |
| Admin fee / account holder | $56 | $93-40.3% | $11,616-99.5% | $133-58.0% |