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 |
|---|---|---|
ANGELES INVESTMENT ADVISORS, LLC1+ years Filed as: ANGELES INVESTMENT ADVISORS Service code 27 429 SANTA MONICA BLVD, SUITE 650 · SANTA MONICA, CA 90401 | Advisory (Plan) | $16,484 |
BUSINESS SOLUTIONS INC1+ years Filed as: BUSINESS VALUATION ADVISORS Service code 34 1000 LOUISIANA · HOUSTON, TX 77002 | Valuation (appraisals, etc.) | $0 |
ESOP LAW GROUP1+ years Service code 29 4 EMBARCADERO CTR, FLOOR 14 · SAN FRANCISCO, CA 94111 | Legal | $0 |
MAXWELL & BAIN CPA'S1+ years Service code 10 · EIN 76-0290301 P O BOX 12919 · HOUSTON, TX 77217 | Accounting | $0 |
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 | $39,677 | $55,516-28.5% | $75,781-47.6% | $59,188-33.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.8%+24.2pp | 69.4%+30.6pp |
| Annual return | 8.91% | -1.89%+10.8pp | 9.68%-0.8pp | 5.51%+3.4pp |
| Employer contribution / active EE | $0 | $2,604-100.0% | $3,323-100.0% | $2,098-100.0% |
| Participant deferral / active EE | $0 | $2,599-100.0% | $3,651-100.0% | $3,265-100.0% |
| Admin fee / account holder | $5 | $110-95.8% | $5,299-99.9% | $92-95.0% |