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 |
|---|---|---|
MILLIMAN, INC.5 years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 71 S. WACKER DRIVE 31ST FLOOR · CHICAGO, IL 60606 | Actuarial | $78,681 |
NATIONAL EMPLOYEE BENEFIT ADMIN6+ years Filed as: NATIONAL EMPLOYEE BENEFIT ADMINISTR Service code 13 · EIN 65-0498809 2050 NW 150TH AVENUE STE 200 · PEMBROKE PINES, FL 33028 | Contract Administrator | $46,642 |
VENABLE LAW FIRM6+ years Service code 29 · EIN 59-1824867 7402 N 56TH STREET STE 380 · TAMPA, FL 33617 | Legal | $11,399 |
Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH FLOOR · PHILADELPHIA, PA 19103 | Legal | $10,271 |
STEVEN D EISENBERG CPA PA6+ years Service code 10 · EIN 65-0140643 13790 NW 4TH STREET STE 100 · SUNRISE, FL 33325 | Accounting | $8,640 |
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 | $215,870-100.0% | $454,052-100.0% | $82,186-100.0% |
| Participation rate | 0.0% | 4.2%-4.2pp | 18.4%-18.4pp | 3.6%-3.6pp |
| Annual return | 19.10% | 11.11%+8.0pp | 8.95%+10.2pp | 11.84%+7.3pp |
| Employer contribution / active EE | $5,300 | $19,861-73.3% | $46,559-88.6% | $17,339-69.4% |
| Participant deferral / active EE | $0 | $1,543-100.0% | $131-100.0% | $683-100.0% |
| Admin fee / account holder | $0 | $354-100.0% | $19,831-100.0% | $409-100.0% |