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 SERVICES7+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $31,308 |
BERLA INVESTMENT CONSULTING7+ years Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $23,360 |
MILLER KAPLAN ARASE LLP7+ years Service code 10 · EIN 95-2036255 | Accounting | $20,059 |
US BANK4 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $9,992 |
Service code 29 · EIN 94-2576729 | Legal | $6,119 |
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 | $76,395 | $78,275-2.4% | $109,143-30.0% | $86,799-12.0% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 9.77% | 19.14%-9.4pp | 25.75%-16.0pp | 97.91%-88.1pp |
| Employer contribution / active EE | $2,997 | $3,105-3.5% | $3,722-19.5% | $2,405+24.6% |
| Participant deferral / active EE | $2,068 | $3,641-43.2% | $4,653-55.5% | $4,131-49.9% |
| Admin fee / account holder | $148 | $198-25.5% | $6,752-97.8% | $170-12.8% |