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 LLC4+ years Filed as: MCMORGAN & COMPANY Service code 28 · EIN 52-2334338 | Investment Management | $58,961 |
AMERICAN REALTY ADVISORS2 years Filed as: MACKAY SHIELDS LLC Service code 51 · EIN 13-5582869 | Investment Mgmt Fees | $29,481 |
LINDQUIST LLP4+ years Service code 10 · EIN 52-2385296 | Accounting | $23,461 |
Service code 12 · EIN 94-3089465 | Contract Administrator; Claims proces... | $19,035 |
Filed as: MICHAEL SCHUMACHER Service code 16 4160 DUBLIN BLVD., SUITE 400 · DUBLIN, CA 945687756 | Consulting | $7,938 |
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 | $19,459 | $37,884-48.6% | $79,464-75.5% | $75,289-74.2% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 72.4%+27.6pp |
| Annual return | -0.47% | 1.06%-1.5pp | 718.14%-718.6pp | -0.04%-0.4pp |
| Employer contribution / active EE | $1,510 | $1,680-10.1% | $2,800-46.1% | $2,405-37.2% |
| Participant deferral / active EE | $0 | $2,569-100.0% | $3,704-100.0% | $3,739-100.0% |
| Admin fee / account holder | $67 | $77-12.7% | $5,113-98.7% | $102-34.7% |