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 |
|---|---|---|
MILLER KAPLAN ARASE LLP3 years Service code 10 · EIN 95-2036255 | Accounting | $17,000 |
PACIFIC SOUTHWEST ADMINISTRATORS5+ years Service code 12 · EIN 46-4942970 | Claims processing; Copying and duplic... | $13,200 |
Employer contribution per participant 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 | $2,368 | $51,785-95.4% | $112,228-97.9% | $89,394-97.4% |
| Participation rate | 99.7% | 82.2%+17.6pp | 75.1%+24.7pp | 71.3%+28.5pp |
| Annual return | -1.81% | -11.06%+9.3pp | 27.45%-29.3pp | -11.89%+10.1pp |
| Employer contribution / active EE | $998 | $3,782-73.6% | $3,635-72.5% | $3,022-67.0% |
| Participant deferral / active EE | $0 | $3,425-100.0% | $4,728-100.0% | $5,123-100.0% |
| Admin fee / account holder | $2 | $102-98.0% | $6,410-100.0% | $79-97.4% |