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 SERVICES9+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $31,308 |
BERLA INVESTMENT CONSULTING9+ years Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $29,600 |
MILLER KAPLAN ARASE LLP9+ years Service code 10 · EIN 95-2036255 | Accounting | $20,161 |
US BANK6 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $9,710 |
Service code 29 · EIN 94-2576729 | Legal | $5,520 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $0 | $92,971-100.0% | $96,683-100.0% | $74,419-100.0% |
| Participation rate | 0.0% | 71.5%-71.5pp | 74.3%-74.3pp | 70.7%-70.7pp |
| Annual return | 10.12% | 37.49%-27.4pp | 35.69%-25.6pp | 34.38%-24.3pp |
| Employer contribution / active EE | $1,946 | $3,426-43.2% | $3,737-47.9% | $2,637-26.2% |
| Participant deferral / active EE | $2,233 | $3,970-43.7% | $4,878-54.2% | $4,528-50.7% |
| Admin fee / account holder | $0 | $633-100.0% | $6,730-100.0% | $348-100.0% |