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 LLC3+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $55,396 |
AMERICAN REALTY ADVISORS1 year Filed as: MACKAY SHIELDS LLC Service code 52 · EIN 13-5582869 | Indirect Investment Fees | $27,698 |
Filed as: MICHAEL SCHUMACHER Service code 16 4160 DUBLIN BLVD., SUITE 400 · DUBLIN, CA 945687756 | Consulting | $24,698 |
Service code 12 · EIN 94-3089465 | Direct payment from the plan; Claims ... | $15,400 |
ALSTON & BIRD LLP2 years Service code 29 560 MISSION STREET, SUITE 2100 · SAN FRANCISCO, CA 94105 | Legal | $11,822 |
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 | $20,499 | $41,256-50.3% | $86,590-76.3% | $77,958-73.7% |
| Participation rate | 100.0% | 63.0%+37.0pp | 73.5%+26.5pp | 71.6%+28.4pp |
| Annual return | 10.36% | 17.67%-7.3pp | 964.84%-954.5pp | 20.87%-10.5pp |
| Employer contribution / active EE | $1,402 | $1,613-13.0% | $2,839-50.6% | $2,310-39.3% |
| Participant deferral / active EE | $0 | $2,332-100.0% | $3,609-100.0% | $3,537-100.0% |
| Admin fee / account holder | $67 | $71-5.9% | $4,906-98.6% | $97-31.6% |