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 |
|---|---|---|
GILBERT & SACKMAN6+ years Service code 29 · EIN 95-2906951 | Legal | $128,914 |
Service code 13 · EIN 13-2501278 | Contract Administrator | $125,059 |
ALAN BILLER & ASSOCIATES4 years Filed as: ALAN D BILLER ASSOCIATES Service code 27 · EIN 94-2854958 | Advisory (Plan) | $62,424 |
MILLER KAPLAN ARASE LLP6+ years Service code 10 · EIN 95-2036255 | Accounting | $27,300 |
BUCHALTER1 year Service code 29 1000 WILSHIRE BLVD STE 1500 · LOS ANGELES, CA 90017 | Legal | $18,700 |
BERRY & CO., CPA'S LTD4 years Filed as: BERRY AND CO CPA'S Service code 10 · EIN 88-0400174 | Accounting | $5,430 |
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 | $63,558 | $93,223-31.8% | $134,143-52.6% | $93,223-31.8% |
| Participation rate | 77.9% | 74.9%+3.0pp | 72.2%+5.8pp | 74.9%+3.0pp |
| Annual return | 16.27% | 19.29%-3.0pp | 36.33%-20.1pp | 19.29%-3.0pp |
| Employer contribution / active EE | $548 | $2,680-79.6% | $3,704-85.2% | $2,680-79.6% |
| Participant deferral / active EE | $659 | $4,563-85.6% | $3,499-81.2% | $4,563-85.6% |
| Admin fee / account holder | $88 | $79+11.7% | $6,684-98.7% | $79+11.7% |