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 & CVITAN3+ years Service code 29 · EIN 95-3082677 | Legal | $60,525 |
COX, CASTLE & NICHOLSON1 year Service code 29 · EIN 95-2547124 | Legal | $16,076 |
MILLER KAPLAN ARASE LLP1 year Service code 10 · EIN 95-2036255 | Accounting | $16,000 |
PACIFIC SOUTHWEST ADMINISTRATORS3+ years Service code 12 · EIN 46-4942970 | Contract Administrator; Claims proces... | $13,200 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $991 | $52,155-98.1% | $101,248-99.0% | $106,222-99.1% |
| Participation rate | 100.0% | 81.2%+18.8pp | 75.8%+24.2pp | 70.8%+29.2pp |
| Annual return | 0.41% | 13.07%-12.7pp | 46.47%-46.1pp | 21.69%-21.3pp |
| Employer contribution / active EE | $620 | $3,414-81.8% | $3,660-83.1% | $2,723-77.2% |
| Participant deferral / active EE | $0 | $2,716-100.0% | $4,370-100.0% | $4,600-100.0% |
| Admin fee / account holder | $5 | $102-95.5% | $5,945-99.9% | $78-94.2% |