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 SERVICES8+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $31,308 |
BERLA INVESTMENT CONSULTING8+ years Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $30,280 |
MILLER KAPLAN ARASE LLP8+ years Service code 10 · EIN 95-2036255 | Accounting | $19,199 |
US BANK5 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $8,955 |
Service code 29 · EIN 94-2576729 | Legal | $6,848 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $106,236-100.0% | $112,228-100.0% | $64,808-100.0% |
| Participation rate | 0.0% | 71.7%-71.7pp | 75.1%-75.1pp | 71.5%-71.5pp |
| Annual return | -7.66% | -6.02%-1.6pp | 27.45%-35.1pp | 32.82%-40.5pp |
| Employer contribution / active EE | $3,101 | $3,166-2.0% | $3,635-14.7% | $2,506+23.8% |
| Participant deferral / active EE | $2,480 | $3,785-34.5% | $4,728-47.5% | $4,310-42.5% |
| Admin fee / account holder | $0 | $452-100.0% | $6,410-100.0% | $188-100.0% |