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 ADMIN10+ years Filed as: NATIONAL EMPLOYEE BENEFIT ADMINISTR Service code 13 · EIN 65-0498809 2050 NW 150TH AVENUE STE · PEMBROKE PINES, FL 33028 | Contract Administrator | $47,640 |
MILLIMAN, INC.9 years Filed as: MILLIMAN INC. Service code 11 · EIN 91-0675641 71 S. WACKER DR., 31ST FL · CHICAGO, IL 60606 | Actuarial | $34,336 |
WILLIG, WILLIAMS & DAVIDSON5 years Filed as: WILLIG WILLIAMS & DAVIDSON Service code 29 · EIN 23-2416488 1845 WALNUT STREET, 24TH · PHILADELPHIA, PA 19103 | Legal | $12,373 |
Filed as: STEVEN D. EISENBERG CPA, P.A. Service code 10 · EIN 65-0140643 7700 CONGRESS AVENUE STE · BOCA RATON, FL 33487 | Accounting | $10,506 |
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.
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 | $49,655-100.0% | - | $49,655-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 0.0%0pp | 17.1%-17.1pp |
| Annual return | 9.39% | 8.91%+0.5pp | 16.77%-7.4pp | 9.82%-0.4pp |
| Employer contribution / active EE | $4,031 | $19,417-79.2% | $28,306-85.8% | $13,587-70.3% |
| Participant deferral / active EE | $0 | $0 | $40-100.0% | $81-100.0% |
| Admin fee / account holder | $0 | $2,893-100.0% | - | $2,893-100.0% |