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 LLP7+ years Service code 10 · EIN 95-2036255 4123 LANKERSHIM BLVD · NORTH HOLLYWOOD, CA 91602 | Accounting | $24,000 |
Service code 13 · EIN 20-3970947 P.O. BOX 64130 · TUCSON, AZ 857284130 | Contract Administrator | $18,383 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SERVI Service code 64 6455 IRVINE CENTER DR · IRVINE, CA 92618 | Recordkeeping Fees | $1,457 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,491 | $84,487+56.8% | $125,339+5.7% | $66,914+98.0% |
| Participation rate | 100.0% | 76.4%+23.6pp | 82.4%+17.6pp | 69.8%+30.2pp |
| Annual return | -15.79% | -8.39%-7.4pp | 572.05%-587.8pp | 1.58%-17.4pp |
| Employer contribution / active EE | $7,159 | $3,553+101.5% | $4,814+48.7% | $2,544+181.4% |
| Participant deferral / active EE | $8,227 | $6,781+21.3% | $7,446+10.5% | $4,237+94.2% |
| Admin fee / account holder | $156 | $685-77.2% | $10,010-98.4% | $593-73.6% |