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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $101,706 |
Service code 17 · EIN 20-8532658 | Pension Consulting | $32,500 |
MILLER KAPLAN ARASE LLP2 years Filed as: MILLER, KAPLAN, ARASE, & CO., LLP Service code 10 · EIN 95-2036255 | Accounting | $10,300 |
Filed as: PRUDENTIAL INSURANCE COMPANY OF AME Service code 15 | Recordkeeping | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,369 | $93,131-10.5% | $106,548-21.8% | $86,799-4.0% |
| Participation rate | 100.0% | 81.4%+18.6pp | 76.1%+23.9pp | 72.3%+27.7pp |
| Annual return | 13.26% | 19.45%-6.2pp | 26.80%-13.5pp | 97.91%-84.6pp |
| Employer contribution / active EE | $406 | $2,895-86.0% | $2,819-85.6% | $2,405-83.1% |
| Participant deferral / active EE | $3,690 | $4,708-21.6% | $4,398-16.1% | $4,131-10.7% |
| Admin fee / account holder | $108 | $145-25.3% | $7,407-98.5% | $170-36.0% |