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.
| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.2+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $49,200 |
COAST BENEFITS2+ years Service code 13 · EIN 33-0670046 | Contract Administrator | $44,250 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $15,000 |
GILBERT & SACKMAN2+ years Service code 29 · EIN 95-2906951 | Legal | $6,712 |
Filed as: FOCUS INVESTMENT GROUP Service code 27 · EIN 33-0606466 | Advisory (Plan) | $5,539 |
See 1 actuary disclosure. $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.
Employer contribution per participant 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 | $0 | $36,224-100.0% | $178,317-100.0% | $36,224-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 20.5%-20.5pp | 2.1%-2.1pp |
| Annual return | 13.57% | 13.02%+0.5pp | 9.57%+4.0pp | 9.16%+4.4pp |
| Employer contribution / active EE | $8,171 | $13,807-40.8% | $26,706-69.4% | $19,955-59.1% |
| Participant deferral / active EE | $0 | $0 | $213-100.0% | $1,073-100.0% |
| Admin fee / account holder | $0 | $200-100.0% | $1,620-100.0% | $200-100.0% |