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 |
|---|---|---|
KAUFMANN & GOBLE6+ years Filed as: KAUFMANN & GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 | Plan Administrator | $169,325 |
MAMMINI COMPANY INC.3 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $37,287 |
MATRIX TRUST COMPANY6+ years Service code 25 · EIN 75-3182674 | Directed Trustee | $20,757 |
GILBERT & SACKMAN6+ years Service code 29 · EIN 95-2906951 | Legal | $20,456 |
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $17,600 |
SMACNA SAN DIEGO6+ years Service code 15 · EIN 95-6095549 | Recordkeeping | $13,293 |
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 | $30,061 | $78,275-61.6% | $109,143-72.5% | $86,799-65.4% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 27.17% | 19.14%+8.0pp | 25.75%+1.4pp | 97.91%-70.7pp |
| Employer contribution / active EE | $2,173 | $3,105-30.0% | $3,722-41.6% | $2,405-9.6% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,653-100.0% | $4,131-100.0% |
| Admin fee / account holder | $183 | $198-7.9% | $6,752-97.3% | $170+7.8% |