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 |
|---|---|---|
MILLER KAPLAN ARASE LLP2+ years Service code 10 · EIN 95-2036255 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 91602 | Accounting | $9,800 |
BLOCK CONSULTING ACTUARIES, INC.2+ years Service code 13 · EIN 95-3949084 880 APOLLO STREET, SUITE 215 · EL SEGUNDO, CA 902454782 | Contract Administrator | $6,312 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,459 | $80,753+119.8% | $136,294+30.2% | $62,292+184.9% |
| Participation rate | 100.0% | 73.5%+26.5pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 12.07% | 35.83%-23.8pp | 5155.94%-5143.9pp | 28.90%-16.8pp |
| Employer contribution / active EE | $7,077 | $2,884+145.4% | $4,695+50.7% | $2,042+246.5% |
| Participant deferral / active EE | $8,150 | $5,164+57.8% | $6,247+30.5% | $3,169+157.2% |
| Admin fee / account holder | $84 | $525-84.0% | $9,243-99.1% | $479-82.5% |