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 |
|---|---|---|
MCMORGAN & COMPANY LLC2+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $54,950 |
LINDQUIST LLP2+ years Service code 10 · EIN 52-2385296 | Accounting | $18,093 |
Filed as: ASSOCIATED THIRD PARTY ADMIN Service code 13 · EIN 94-3187938 | Contract Administrator | $15,168 |
ALSTON & BIRD LLP1 year Service code 29 560 MISSION STREET, SUITE 2100 · SAN FRANCISCO, CA 94105 | Legal | $10,053 |
SALTZMAN & JOHNSON2+ years Service code 29 · EIN 94-2376174 | Legal | $8,269 |
THE SEGAL COMPANY1 year Service code 16 · EIN 94-1503999 | Consulting | $5,115 |
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 | $19,334 | $34,495-44.0% | $78,689-75.4% | $63,975-69.8% |
| Participation rate | 100.0% | 60.8%+39.2pp | 73.6%+26.4pp | 71.1%+28.9pp |
| Annual return | 5.99% | 11.62%-5.6pp | 62.18%-56.2pp | 48.65%-42.7pp |
| Employer contribution / active EE | $1,496 | $1,398+7.0% | $2,851-47.5% | $2,182-31.4% |
| Participant deferral / active EE | $0 | $2,100-100.0% | $3,517-100.0% | $3,356-100.0% |
| Admin fee / account holder | $64 | $68-6.3% | $4,510-98.6% | $70-9.6% |