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 |
|---|---|---|
Service code 13 · EIN 06-1050034 | Contract Administrator | $46,376 |
FARBER HASS HURLEY LLP5+ years Filed as: FARBER HAAS HURLEY, LLP Service code 10 · EIN 20-4207759 | Accounting | $15,416 |
Service code 16 · EIN 61-1758632 | Consulting | $7,124 |
Filed as: THE PRUDENTIAL INSURANCE COMPANY OF Service code 15 | Recordkeeping | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $15,451 | $96,403-84.0% | $93,606-83.5% | $77,787-80.1% |
| Participation rate | 100.0% | 87.6%+12.4pp | 75.8%+24.2pp | 73.2%+26.8pp |
| Annual return | 17.30% | 39.36%-22.1pp | 32.76%-15.5pp | 32.57%-15.3pp |
| Employer contribution / active EE | $1,219 | $3,616-66.3% | $2,718-55.1% | $2,504-51.3% |
| Participant deferral / active EE | $0 | $5,341-100.0% | $4,069-100.0% | $3,967-100.0% |
| Admin fee / account holder | $45 | $90-49.7% | $7,888-99.4% | $100-55.0% |