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 |
|---|---|---|
PACIFIC SOUTHWEST ADMINISTRATORS1+ years Service code 12 · EIN 46-4942970 | Direct payment from the plan; Contrac... | $194,095 |
SEYFARTH SHAW LLP1+ years Filed as: SEYFARTH, SHAW, LLP Service code 29 · EIN 36-2152202 | Legal | $166,760 |
Filed as: WOHLNER, KAPLON, PHILLIPS, ET AL Service code 29 · EIN 95-4177931 | Legal | $53,012 |
HORIZON ACTUARIAL SERVICES, LLC1+ years Filed as: HORIZON ACTUARIAL SERVICES Service code 11 · EIN 26-1370698 | Actuarial | $35,245 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $18,610 |
ALSWEET ASSOCIATES1+ years Service code 49 · EIN 95-2766134 | Other Services | $16,500 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,591-100.0% | $115,244-100.0% | $82,591-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 33.3%-33.3pp | 0.8%-0.8pp |
| Annual return | 54.40% | 0.68%+53.7pp | -1.61%+56.0pp | -0.60%+55.0pp |
| Employer contribution / active EE | $3,484 | $10,568-67.0% | $30,840-88.7% | $12,272-71.6% |
| Participant deferral / active EE | $0 | $0 | $41-100.0% | $416-100.0% |
| Admin fee / account holder | $0 | $717-100.0% | $3,433-100.0% | $717-100.0% |