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 |
|---|---|---|
MUSICK, PEELER & GARRETT1 year Filed as: MUSICK PEELER & GARRETT LLP Service code 29 624 S. GRAND AVENUE, SUITE 2000 · LOS ANGELES, CA 90017 | Legal | $16,320 |
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $145,549 | $98,750+47.4% | $149,696-2.8% | $79,858+82.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 54.52% | 27.43%+27.1pp | 276.60%-222.1pp | 31.71%+22.8pp |
| Employer contribution / active EE | $21,820 | $3,216+578.4% | $4,644+369.8% | $2,471+783.1% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $155 | $6,053-97.4% | $9,309-98.3% | $5,306-97.1% |