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 7-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 |
|---|---|---|
REICH, ADELL & CVITAN1+ years Service code 29 · EIN 95-3082677 | Legal | $16,596 |
PACIFIC SOUTHWEST ADMINISTRATORS1+ years Service code 12 · EIN 46-4942970 | Recordkeeping and information managem... | $6,050 |
Employer contribution per participant 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 | $161 | $49,973-99.7% | $83,848-99.8% | $73,367-99.8% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.1%+23.9pp | 69.5%+30.5pp |
| Annual return | 0.00% | 0.83%-0.8pp | 850.88%-850.9pp | 173.45%-173.5pp |
| Employer contribution / active EE | $161 | $3,293-95.1% | $3,631-95.6% | $2,499-93.6% |
| Participant deferral / active EE | $0 | $2,341-100.0% | $4,082-100.0% | $4,033-100.0% |
| Admin fee / account holder | $1 | $95-98.6% | $5,478-100.0% | $68-98.1% |