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 |
|---|---|---|
NATIONAL EMPLOYEE BENEFIT ADMIN3+ years Filed as: NATIONAL EMPLOYEE BENEFIT ADMINISTR Service code 13 · EIN 65-0498809 2050 NW 150TH AVENUE STE 100 · PEMBROKE PINES, FL 33028 | Contract Administrator | $49,728 |
MILLIMAN, INC.2 years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 71 S. WACKER DRIVE 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $20,317 |
W&W ACTUARIAL SERVICES, INC.3+ years Filed as: W & W ACTUARIAL SERVICES INC. Service code 11 · EIN 23-2655612 2275 SWALLOW HILL ROAD BLDG 1200 · PITTSBURGH, PA 15220 | Actuarial | $20,317 |
STEVEN D EISENBERG CPA PA3+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $7,773 |
VENABLE LAW FIRM3+ years Service code 29 · EIN 59-1824867 7402 N 56TH STREET STE 380 · TAMPA, FL 33617 | Legal | $7,111 |
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 | $88,507-100.0% | $379,314-100.0% | $37,197-100.0% |
| Participation rate | 0.0% | 3.1%-3.1pp | 17.4%-17.4pp | 4.7%-4.7pp |
| Annual return | 4.29% | -1.53%+5.8pp | -2.18%+6.5pp | -0.69%+5.0pp |
| Employer contribution / active EE | $2,582 | $14,498-82.2% | $38,751-93.3% | $16,786-84.6% |
| Participant deferral / active EE | $0 | $305-100.0% | $151-100.0% | $525-100.0% |
| Admin fee / account holder | $0 | $264-100.0% | $4,180-100.0% | $124-100.0% |