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 |
|---|---|---|
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $7,016 |
Service code 37 · EIN 04-2647786 | Loan Processing | $1,450 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,106 | $56,640-64.5% | $80,975-75.2% | $57,658-65.1% |
| Participation rate | 77.4% | 75.9%+1.5pp | 75.8%+1.6pp | 70.2%+7.2pp |
| Annual return | 28.21% | 19.97%+8.2pp | 17.10%+11.1pp | 5.13%+23.1pp |
| Employer contribution / active EE | $0 | $2,085-100.0% | $3,714-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $6,016 | $4,944+21.7% | $5,696+5.6% | $3,061+96.6% |
| Admin fee / account holder | $16 | $87-81.8% | $5,516-99.7% | $95-83.3% |