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 5-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 |
|---|---|---|
ACTUARIES UNLIMITED, INC.3+ years Service code 11 16030 VENTURA BOULEVARD, SUITE 320 · ENCINO, CA 914362769 | Actuarial | $63,000 |
EISNERAMPER LLP3+ years Filed as: HOLTHOUSE CARLIN & VAN TRIGHT LLP Service code 10 400 W. VENTURA BLVD SUITE 250 · CAMARILLO, CA 93010 | Accounting | $6,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $42,250-100.0% | $42,250-100.0% | $248,183-100.0% |
| Participation rate | 0.0% | 42.9%-42.9pp | 18.8%-18.8pp | 45.9%-45.9pp |
| Annual return | -5.67% | 5.70%-11.4pp | 7.25%-12.9pp | 10.21%-15.9pp |
| Employer contribution / active EE | $0 | $43,008-100.0% | $33,137-100.0% | $42,272-100.0% |
| Participant deferral / active EE | $0 | $0 | $13-100.0% | $121-100.0% |
| Admin fee / account holder | $0 | $159-100.0% | $159-100.0% | $13,518-100.0% |