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 |
|---|---|---|
Filed as: LUCAS HORSFALL MURPHY & PINDROH Service code 10 · EIN 95-4659692 299 N EUCLID AVE., 2ND FLOOR · PASADENA, CA 91101 | Accounting | $44,000 |
PENCHECKS4 years Service code 63 · EIN 33-6134835 8580 LA MESA BLVD. · LA MESA, CA 91942 | 12b-1 Fees | $7,429 |
EMPIRE VALUATION1 year Service code 34 · EIN 16-1328446 100 MERIDIAN CENTRE BLVD., STE. 230 · ROCHESTER, NY 14618 | Valuation (appraisals, etc.) | $6,180 |
Annual investment return is in the bottom quintile of the peer cohort.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Plan reported a final filing / termination within the last year.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $201,272-100.0% | $184,203-100.0% | $145,922-100.0% |
| Participation rate | 0.0% | 87.5%-87.5pp | 86.8%-86.8pp | 80.3%-80.3pp |
| Annual return | 6.90% | 29.00%-22.1pp | 28.81%-21.9pp | 561.29%-554.4pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,660-100.0% |
| Participant deferral / active EE | $0 | $9,806-100.0% | $9,131-100.0% | $6,688-100.0% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,901-100.0% | $13,397-100.0% |