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 |
|---|---|---|
Service code 13 · EIN 13-3689044 | Contract Administrator | $835,768 |
Service code 15 · EIN 81-3751949 | Recordkeeping | $257,280 |
ZENITH AMERICAN SOLUTIONS10+ years Service code 14 1141 HARBOR BAY PKWY STE 100 · ALAMEDA, CA 94502 | Plan Administrator | $212,956 |
MORGAN STANLEY SMITH BARNEY11+ years Service code 28 · EIN 13-2868611 | Investment Management | $160,000 |
SALTZMAN & JOHNSON11+ years Service code 29 · EIN 94-2376174 | Legal | $77,725 |
MILLER KAPLAN ARASE LLP11+ years Service code 10 · EIN 95-2036255 | Accounting | $43,817 |
HORIZON ACTUARIAL SERVICES, LLC11+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 11 · EIN 26-1370698 | Actuarial | $22,783 |
MAILRITE PRINT & MAIL, INC3 years Filed as: MAILRITE PRINT & MAIL, INC. Service code 36 834 STRIKE AVE STE C · SACRAMENTO, CA 95834 | Copying and duplicating; Direct payme... | $11,365 |
STEPHEN HORN INSURANCE SERVICES11+ years Service code 22 · EIN 94-3249244 | Insurance Broker | $0 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,595 | $140,769-83.9% | $107,525-79.0% | $140,769-83.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 75.1%+24.9pp | 74.2%+25.8pp |
| Annual return | 16.57% | 16.82%-0.3pp | 181.32%-164.7pp | 16.82%-0.3pp |
| Employer contribution / active EE | $1,771 | $3,906-54.7% | $3,754-52.8% | $3,906-54.7% |
| Participant deferral / active EE | $0 | $6,717-100.0% | $5,116-100.0% | $6,717-100.0% |
| Admin fee / account holder | $61 | $229-73.6% | $8,919-99.3% | $229-73.6% |