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 |
|---|---|---|
BENESYS, INC.1 year Filed as: BENESYS Service code 13 · EIN 38-2383171 7180 KOLL CENTER PKWY # 200 · PLEASANTON, CA 94566 | Contract Administrator | $241,514 |
VERUS1 year Filed as: VERUS ADVISORS, INC. Service code 17 · EIN 91-1320111 2321 ROSENCRANS · EL SEGUNDO, CA 94501 | Pension Consulting | $191,387 |
Filed as: JENNINGS, STROUSS & SALMON Service code 29 · EIN 86-0108229 201 EAST WASHINGTON STREET · PHOENIX, AZ 85004 | Legal | $98,049 |
Filed as: CAUSWAY INTERNATIONAL Service code 51 11111 SANTA MONICA BLVD 15TH FLOOR · LOS ANGELES, CA 12697 | Investment Mgmt Fees | $80,416 |
MCMORGAN & COMPANY LLC4+ years Filed as: MCMORGAN AND COMPANY Service code 51 · EIN 94-1650768 ONE FLOOR STREET · SAN FRANCISCO, CA 94111 | Investment Mgmt Fees | $79,451 |
Filed as: PRUDENTIAL Service code 51 PRUDENTIAL TOWER, 655 BROAD STREET · NEWAREK, NJ 07102 | Investment Mgmt Fees | $71,993 |
THE SEGAL COMPANY1 year Filed as: SEGAL SELECT INSURANCE Service code 22 333 WEST 34TH ST · NEW YORK, NY 100012402 | Insurance Broker | $63,791 |
WARD KEENAN AND BARRETT, PC4+ years Service code 29 · EIN 86-0274260 3838 N CENTRAL AVENUE · PHOENIX, AZ 85012 | Legal | $48,829 |
BALDWIN & BALDWIN PLLC4+ years Service code 10 · EIN 46-4370753 701 N. 44TH STREET · PHOENIX, AZ 85008 | Accounting | $47,490 |
Filed as: PANAGORA ASSET MANAGEMENT, INC. Service code 51 · EIN 04-3183235 470 ATLANTIC AVE. · BOSTON, MA 02210 | Investment Mgmt Fees | $41,210 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,674 | $66,051-23.3% | $92,893-45.4% | $77,787-34.9% |
| Participation rate | 100.0% | 81.0%+19.0pp | 76.0%+24.0pp | 73.2%+26.8pp |
| Annual return | -3.27% | 20.69%-24.0pp | 109.41%-112.7pp | 32.57%-35.8pp |
| Employer contribution / active EE | $3,416 | $3,426-0.3% | $3,653-6.5% | $2,504+36.4% |
| Participant deferral / active EE | $1,413 | $3,013-53.1% | $4,236-66.7% | $3,967-64.4% |
| Admin fee / account holder | $247 | $148+67.1% | $5,794-95.7% | $100+146.8% |