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 SERVICES10+ years Service code 13 · EIN 94-1749354 | Contract Administrator | $31,208 |
BERLA INVESTMENT CONSULTING10+ years Service code 27 PO BOX 4067 · WALNUT CREEK, CA 94596 | Advisory (Plan) | $28,000 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $26,972 |
US BANK7 years Filed as: U.S. BANK NATIONAL ASSOCIATION Service code 19 · EIN 31-0841368 | Securities Custodian | $10,363 |
NEYHART, ANDERSON, FLYNN & GROSBOLL10+ years Service code 29 · EIN 94-2576729 | Legal | $7,403 |
SMART SOURCE LLC1 year Filed as: SMART SOURCE CRITICAL COMMUNICATION Service code 49 16634 MILLIKAN AVE · IRVINE, CA 92606 | Other Services | $5,660 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,917-100.0% | $103,333-100.0% | $77,643-100.0% |
| Participation rate | 0.0% | 71.6%-71.6pp | 74.5%-74.5pp | 70.6%-70.6pp |
| Annual return | 6.91% | 19.13%-12.2pp | 24.88%-18.0pp | 31.24%-24.3pp |
| Employer contribution / active EE | $2,985 | $3,552-15.9% | $3,868-22.8% | $2,726+9.5% |
| Participant deferral / active EE | $3,198 | $4,108-22.1% | $5,057-36.8% | $4,647-31.2% |
| Admin fee / account holder | $0 | $638-100.0% | $8,355-100.0% | $430-100.0% |