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 |
|---|---|---|
INDEPENDENT FINANCIAL PARTNERS4+ years Filed as: SIERRA INVESTMENT PARTNERS, INC Service code 28 · EIN 68-0370668 101 YGNACIO VALLEY RD, SUITE 300 · WALNUT CREEK, CA 94596 | Investment Management | $121,848 |
BENEFIT PLAN ADMINISTRATORS4+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 14 · EIN 88-0277518 445 APPLE STREET, SUITE 200 · RENO, NV 89502 | Plan Administrator | $69,384 |
JENKINS LAW FIRM3 years Service code 29 · EIN 88-0271101 501 HAMILL LANE · RENO, NV 89511 | Legal | $16,780 |
US BANK4+ years Service code 19 · EIN 31-0841368 111 SW 5TH AVE, 6TH FLOOR · PORTLAND, OR 97204 | Securities Custodian | $14,450 |
EIDE BAILLY LLP4+ years Service code 10 · EIN 45-0250958 5441 KIETZKE LN., STE. 150 · RENO, NV 89511 | Accounting | $11,200 |
ANDCO CONSULTING2 years Service code 27 · EIN 59-3676225 10391 DOUBLE R BLVD · RENO, NV 89521 | Advisory (Plan) | $10,000 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $98,982-100.0% | $162,163-100.0% | $65,185-100.0% |
| Participation rate | 0.0% | 85.8%-85.8pp | 87.6%-87.6pp | 70.2%-70.2pp |
| Annual return | -0.72% | 24.84%-25.6pp | 115.59%-116.3pp | 29.38%-30.1pp |
| Employer contribution / active EE | $9,325 | $3,467+169.0% | $5,614+66.1% | $2,177+328.4% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,298-100.0% | $3,514-100.0% |
| Admin fee / account holder | $0 | $596-100.0% | $10,843-100.0% | $847-100.0% |