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 BENEFITS3+ years Service code 13 · EIN 33-0670046 | Contract Administrator | $30,643 |
BUCKINGHAM STRATEGIC PARTNERS3+ years Filed as: FOCUS INVESTMENT GROUP Service code 17 · EIN 33-0606466 | Pension Consulting | $17,500 |
GILBERT & SACKMAN2 years Service code 29 · EIN 95-2906951 | Legal | $10,460 |
MILLER KAPLAN ARASE LLP3+ years Service code 10 · EIN 95-2036255 | Accounting | $8,500 |
NATIONAL FINANCIAL SERVICES2 years Service code 33 · EIN 04-3523567 | Securities brokerage commissions and ... | $0 |
Service code 12 · EIN 13-3689044 | Recordkeeping fees; Recordkeeping and... | $0 |
Participant contribution per participant 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 | $50,978 | $56,443-9.7% | $83,848-39.2% | $55,725-8.5% |
| Participation rate | 100.0% | 72.0%+28.0pp | 76.1%+23.9pp | 70.9%+29.1pp |
| Annual return | 7.77% | 393.67%-385.9pp | 850.88%-843.1pp | 244.93%-237.2pp |
| Employer contribution / active EE | $4,611 | $2,682+71.9% | $3,631+27.0% | $2,078+121.9% |
| Participant deferral / active EE | $137 | $2,965-95.4% | $4,082-96.7% | $3,356-95.9% |
| Admin fee / account holder | $271 | $156+73.7% | $5,478-95.0% | $115+135.6% |