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... | $750,778 |
Service code 50 · EIN 81-3751949 | Direct Payment | $171,156 |
MORGAN STANLEY SMITH BARNEY7+ years Service code 27 · EIN 13-2868611 | Advisory (Plan) | $160,000 |
ZENITH AMERICAN SOLUTIONS6+ years Service code 13 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Contract Administrator | $145,041 |
SALTZMAN & JOHNSON7+ years Service code 29 · EIN 94-2376174 | Legal | $47,894 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $41,853 |
HORIZON ACTUARIAL SERVICES, LLC7+ years Filed as: HORIZON ACTUARIAL SERVICES LLC Service code 17 · EIN 26-1370698 | Pension Consulting | $18,600 |
STEPHEN HORN INSURANCE SERVICES7+ years Service code 22 · EIN 94-3249244 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $65,673-100.0% | $109,143-100.0% | $106,520-100.0% |
| Participation rate | 0.0% | 82.6%-82.6pp | 75.9%-75.9pp | 71.3%-71.3pp |
| Annual return | 11.17% | 15.69%-4.5pp | 25.75%-14.6pp | 19.28%-8.1pp |
| Employer contribution / active EE | $1,239 | $4,042-69.4% | $3,722-66.7% | $2,840-56.4% |
| Participant deferral / active EE | $0 | $3,449-100.0% | $4,653-100.0% | $4,948-100.0% |
| Admin fee / account holder | $0 | $107-100.0% | $6,752-100.0% | $75-100.0% |