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 & GOBLE7+ years Filed as: KAUFMANN & GOBLE ASSOCIATES, INC. Service code 14 · EIN 94-2614826 | Plan Administrator | $177,752 |
MAMMINI COMPANY INC.4 years Service code 26 · EIN 47-0879697 | Advisory (Participants) | $38,365 |
MATRIX TRUST COMPANY7+ years Service code 25 · EIN 75-3182674 | Directed Trustee | $22,681 |
MILLER KAPLAN ARASE LLP4 years Service code 10 · EIN 95-2036255 | Accounting | $17,600 |
SMACNA SAN DIEGO7+ years Service code 15 · EIN 95-6095549 | Recordkeeping | $15,465 |
GILBERT & SACKMAN7+ years Service code 29 · EIN 95-2906951 | Legal | $12,669 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,858 | $106,236-76.6% | $112,228-77.9% | $64,808-61.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.1%+24.9pp | 71.5%+28.5pp |
| Annual return | -13.89% | -6.02%-7.9pp | 27.45%-41.3pp | 32.82%-46.7pp |
| Employer contribution / active EE | $2,450 | $3,166-22.6% | $3,635-32.6% | $2,506-2.2% |
| Participant deferral / active EE | $0 | $3,785-100.0% | $4,728-100.0% | $4,310-100.0% |
| Admin fee / account holder | $177 | $452-60.8% | $6,410-97.2% | $188-5.6% |