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 |
|---|---|---|
BENEFIT PROGRAMS ADMINISTRATION1+ years Service code 14 · EIN 13-2501278 | Plan Administrator | $80,496 |
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 11 · EIN 91-0675641 | Actuarial | $58,290 |
THE VANGUARD GROUP, INC.1+ years Filed as: VANGUARD ADVISORS Service code 51 · EIN 23-2811930 | Investment Mgmt Fees | $39,205 |
BROWNSTEIN RASK LLP1+ years Filed as: BROWNSTEIN RASK Service code 29 · EIN 93-0589000 | Legal | $38,381 |
MILLER KAPLAN ARASE LLP1+ years Service code 10 · EIN 95-2036255 | Accounting | $21,510 |
See 1 actuary disclosure. $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.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $211,396-100.0% | $253,870-100.0% | $211,396-100.0% |
| Participation rate | 0.0% | 0.0%0pp | 10.5%-10.5pp | 4.3%-4.3pp |
| Annual return | -1.23% | -1.11%-0.1pp | -1.10%-0.1pp | 2.81%-4.0pp |
| Employer contribution / active EE | $9,850 | $19,191-48.7% | $27,248-63.8% | $16,358-39.8% |
| Participant deferral / active EE | $0 | $1,024-100.0% | $105-100.0% | $775-100.0% |
| Admin fee / account holder | $0 | $1,639-100.0% | $702,575-100.0% | $1,639-100.0% |