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 13 · EIN 95-2159333 | Contract Administrator | $97,876 |
MCMORGAN & COMPANY LLC4+ years Filed as: MCMORGAN COMPANY Service code 27 · EIN 95-1650768 | Advisory (Plan) | $65,610 |
US BANK4+ years Service code 14 · EIN 31-0841368 | Plan Administrator | $22,552 |
Filed as: BERNARD KOTKIN & CO., LLP Service code 19 · EIN 95-2556670 | Securities Custodian | $18,846 |
CYNTHIA GRAYDON1 year Service code 10 · EIN 56-2455975 | Accounting | $9,808 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,018 | $110,760-94.6% | $162,163-96.3% | $82,204-92.7% |
| Participation rate | 82.2% | 92.7%-10.5pp | 87.6%-5.4pp | 73.4%+8.8pp |
| Annual return | 7.01% | 22.97%-16.0pp | 115.59%-108.6pp | 26.31%-19.3pp |
| Employer contribution / active EE | $302 | $4,437-93.2% | $5,614-94.6% | $2,707-88.9% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $7,298-100.0% | $4,246-100.0% |
| Admin fee / account holder | $41 | $65-36.5% | $10,843-99.6% | $76-45.2% |