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 |
|---|---|---|
BLOCK CONSULTING ACTUARIES, INC.4+ years Service code 13 · EIN 95-3949084 880 APOLLO STREET, SUITE 215 · EL SEGUNDO, CA 902454782 | Contract Administrator | $11,132 |
MILLER KAPLAN ARASE LLP4+ years Service code 10 · EIN 95-2036255 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 91602 | Accounting | $11,000 |
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 | $172,793 | $89,652+92.7% | $141,162+22.4% | $65,185+165.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.5%+17.5pp | 70.2%+29.8pp |
| Annual return | 2.78% | 32.79%-30.0pp | 71.39%-68.6pp | 29.38%-26.6pp |
| Employer contribution / active EE | $6,891 | $3,065+124.9% | $4,735+45.5% | $2,177+216.6% |
| Participant deferral / active EE | $7,718 | $5,691+35.6% | $6,709+15.0% | $3,514+119.6% |
| Admin fee / account holder | $103 | $569-81.8% | $10,261-99.0% | $847-87.8% |