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 PARTNERS6+ 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 | $142,945 |
BENEFIT PLAN ADMINISTRATORS6+ years Filed as: BENEFIT PLAN ADMINISTRATORS, INC. Service code 14 · EIN 88-0277518 445 APPLE STREET, SUITE 200 · RENO, NV 89502 | Plan Administrator | $87,442 |
JENKINS LAW FIRM5 years Service code 29 · EIN 88-0271101 501 HAMILL LANE · RENO, NV 89511 | Legal | $28,810 |
US BANK6+ years Service code 19 · EIN 31-0841368 111 SW 5TH AVE, 6TH FLOOR · PORTLAND, OR 97204 | Securities Custodian | $17,465 |
EIDE BAILLY LLP6+ years Service code 10 · EIN 45-0250958 5441 KIETZKE LN., STE. 150 · RENO, NV 89511 | Accounting | $17,212 |
ANDCO CONSULTING4 years Service code 27 · EIN 59-3676225 10391 DOUBLE R BLVD · RENO, NV 89521 | Advisory (Plan) | $15,000 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $19,781 | $121,341-83.7% | $189,513-89.6% | $79,386-75.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 20.30% | 21.08%-0.8pp | 555.15%-534.8pp | 116.85%-96.5pp |
| Employer contribution / active EE | $7,974 | $3,915+103.7% | $6,162+29.4% | $2,427+228.5% |
| Participant deferral / active EE | $0 | $6,395-100.0% | $8,221-100.0% | $4,046-100.0% |
| Admin fee / account holder | $225 | $651-65.5% | $12,045-98.1% | $626-64.1% |