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 12 · EIN 13-3689044 | Recordkeeping and information managem... | $726,866 |
MORGAN STANLEY SMITH BARNEY5+ years Service code 27 · EIN 13-2868611 | Advisory (Plan) | $160,000 |
ZENITH AMERICAN SOLUTIONS4+ years Service code 13 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Contract Administrator | $135,840 |
SALTZMAN & JOHNSON5+ years Service code 29 · EIN 94-2376174 | Legal | $48,849 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $38,720 |
HORIZON ACTUARIAL SERVICES, LLC5+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 17 · EIN 26-1370698 | Pension Consulting | $17,800 |
STEPHEN HORN INSURANCE SERVICES5+ years Service code 53 · EIN 94-3249244 | Insurance Commissions | $0 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,979 | $49,105-71.5% | $92,893-85.0% | $89,569-84.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.0%+24.0pp | 69.6%+30.4pp |
| Annual return | 19.39% | 32.35%-13.0pp | 109.41%-90.0pp | 34.56%-15.2pp |
| Employer contribution / active EE | $1,253 | $3,373-62.8% | $3,653-65.7% | $2,584-51.5% |
| Participant deferral / active EE | $0 | $2,531-100.0% | $4,236-100.0% | $4,220-100.0% |
| Admin fee / account holder | $46 | $93-50.0% | $5,794-99.2% | $72-35.3% |