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 |
|---|---|---|
COAST BENEFITS2+ years Service code 13 · EIN 33-0670046 | Contract Administrator | $18,750 |
MERCER2+ years Filed as: MERCER HR SERVICES, LLC Service code 15 · EIN 20-1932099 | Recordkeeping | $17,873 |
BUCKINGHAM STRATEGIC PARTNERS2+ years Filed as: FOCUS INVESTMENT GROUP Service code 17 · EIN 33-0606466 | Pension Consulting | $15,000 |
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 | Accounting | $8,500 |
GILBERT & SACKMAN1 year Service code 29 · EIN 95-2906951 | Legal | $5,983 |
Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 | Recordkeeping and information managem... | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $47,859 | $60,545-21.0% | $92,233-48.1% | $69,631-31.3% |
| Participation rate | 92.8% | 72.2%+20.6pp | 76.5%+16.3pp | 70.7%+22.1pp |
| Annual return | 11.88% | 19.71%-7.8pp | 176.28%-164.4pp | 27571.02%-27559.1pp |
| Employer contribution / active EE | $4,370 | $2,633+66.0% | $3,679+18.8% | $2,032+115.1% |
| Participant deferral / active EE | $169 | $2,828-94.0% | $3,897-95.7% | $3,224-94.8% |
| Admin fee / account holder | $222 | $145+53.5% | $5,194-95.7% | $110+101.2% |