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 |
|---|---|---|
STEWART ARCHIBALD & BARNEY, LLP2+ years Service code 10 · EIN 88-0382649 7881 W. CHARLESTON BLVD, SUITE 250 · LAS VEGAS, NV 89117 | Accounting | $12,000 |
LEBENSON ACTUARIAL SERVICES1 year Service code 11 · EIN 26-1714874 | Actuarial | $5,200 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,899 | $52,580-58.4% | $71,671-69.4% | $70,131-68.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | -0.93% | 20.25%-21.2pp | 20.65%-21.6pp | 73.14%-74.1pp |
| Employer contribution / active EE | $1,973 | $1,616+22.1% | $2,460-19.8% | $2,342-15.8% |
| Participant deferral / active EE | $0 | $2,386-100.0% | $3,438-100.0% | $3,332-100.0% |
| Admin fee / account holder | $179 | $3,653-95.1% | $5,558-96.8% | $4,645-96.2% |