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 |
|---|---|---|
UNITED ADMINISTRATIVE SERVICES5+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $31,185 |
ALLIANZ GLOBAL INVESTORS5+ years Filed as: ALLIANZ GLOBAL INVESTORS U.S. LLC Service code 28 · EIN 01-0645160 | Investment Management | $29,133 |
BERLA INVESTMENT CONSULTING5+ years Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $22,000 |
MILLER KAPLAN ARASE LLP5+ years Service code 10 · EIN 95-2036255 | Accounting | $16,762 |
Service code 29 · EIN 94-2576729 | Legal | $5,928 |
US BANK2 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $5,366 |
Annual investment return 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 | $64,194 | $66,601-3.6% | $92,893-30.9% | $67,579-5.0% |
| Participation rate | 100.0% | 72.5%+27.5pp | 76.0%+24.0pp | 71.3%+28.7pp |
| Annual return | 12.89% | 92.58%-79.7pp | 109.41%-96.5pp | 378.56%-365.7pp |
| Employer contribution / active EE | $3,006 | $2,775+8.3% | $3,653-17.7% | $2,148+40.0% |
| Participant deferral / active EE | $2,352 | $3,157-25.5% | $4,236-44.5% | $3,539-33.5% |
| Admin fee / account holder | $173 | $199-12.9% | $5,794-97.0% | $142+21.8% |