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.5+ years Service code 13 · EIN 95-3949084 880 APOLLO STREET, SUITE 215 · EL SEGUNDO, CA 902454782 | Contract Administrator | $12,091 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 4123 LANKERSHIM BLVD. · NORTH HOLLYWOOD, CA 91602 | Accounting | $11,500 |
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 | $163,211 | $99,957+63.3% | $149,696+9.0% | $73,488+122.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 10.93% | 53.87%-42.9pp | 276.60%-265.7pp | 28.51%-17.6pp |
| Employer contribution / active EE | $6,505 | $3,191+103.9% | $4,644+40.1% | $2,270+186.6% |
| Participant deferral / active EE | $7,757 | $6,073+27.7% | $6,842+13.4% | $3,740+107.4% |
| Admin fee / account holder | $102 | $551-81.5% | $9,309-98.9% | $513-80.2% |