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 |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $36,146 |
Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $31,651 |
ACTUARIES UNLIMITED, INC.2 years Service code 13 · EIN 95-3654973 16030 VENTURA BLVD, STE 320 · ENCINO, CA 91436 | Contract Administrator | $2,846 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $70,028 | $73,638-4.9% | $95,952-27.0% | $73,488-4.7% |
| Participation rate | 74.5% | 76.2%-1.6pp | 77.1%-2.5pp | 70.7%+3.8pp |
| Annual return | 14.74% | 16.78%-2.0pp | 91.61%-76.9pp | 28.51%-13.8pp |
| Employer contribution / active EE | $0 | $1,863-100.0% | $2,541-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,031 | $3,617-43.9% | $4,167-51.3% | $3,740-45.7% |
| Admin fee / account holder | $544 | $482+12.9% | $6,795-92.0% | $513+6.1% |