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 14 · EIN 13-2501278 | Plan Administrator | $183,043 |
GILBERT & SACKMAN10+ years Service code 29 · EIN 95-2906951 | Legal | $91,505 |
ALAN BILLER & ASSOCIATES8 years Filed as: ALAN D BILLER ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $62,424 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $34,350 |
BERRY & CO., CPA'S LTD8 years Filed as: BERRY AND CO CPA'S Service code 10 · EIN 88-0400174 | Accounting | $12,428 |
MILLIMAN, INC.2 years Service code 17 · EIN 91-0675641 | Pension Consulting | $10,000 |
IRON MOUNTAIN1 year Service code 49 · EIN 23-2588479 | Other Services | $7,919 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,255 | $99,062-34.1% | $129,207-49.5% | $99,062-34.1% |
| Participation rate | 66.8% | 71.6%-4.8pp | 69.6%-2.8pp | 71.6%-4.8pp |
| Annual return | 13.67% | 17.66%-4.0pp | 9417.33%-9403.7pp | 17.66%-4.0pp |
| Employer contribution / active EE | $720 | $3,262-77.9% | $4,153-82.7% | $3,262-77.9% |
| Participant deferral / active EE | $979 | $5,331-81.6% | $4,168-76.5% | $5,331-81.6% |
| Admin fee / account holder | $81 | $109-26.0% | $7,715-99.0% | $109-26.0% |