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 |
|---|---|---|
Service code 27 4340 REDWOOD HWY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $26,450 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $13,648 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 101 W BROADWAY STE 1420 · SAN DIEGO, CA 92101 | Contract Administrator | $6,000 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $1,465 |
Participant contribution per participant 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 | $99,740 | $77,660+28.4% | $109,143-8.6% | $79,386+25.6% |
| Participation rate | 84.7% | 67.8%+16.9pp | 75.9%+8.8pp | 70.7%+14.0pp |
| Annual return | 12.45% | 23.44%-11.0pp | 25.75%-13.3pp | 116.85%-104.4pp |
| Employer contribution / active EE | $15,923 | $2,797+469.2% | $3,722+327.8% | $2,427+555.9% |
| Participant deferral / active EE | $1,298 | $3,518-63.1% | $4,653-72.1% | $4,046-67.9% |
| Admin fee / account holder | $288 | $732-60.7% | $6,752-95.7% | $626-54.0% |