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 |
|---|---|---|
ECLECTIC ASSOCIATES INC1 year Service code 26 · EIN 33-0027808 1021 W BASTANCHURY RD STE 120 · FULLERTON, CA 92833 | Advisory (Participants) | $9,572 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $34,542 | $104,475-66.9% | $159,436-78.3% | $79,386-56.5% |
| Participation rate | 42.3% | 76.6%-34.3pp | 82.8%-40.5pp | 70.7%-28.4pp |
| Annual return | 17.93% | 67.95%-50.0pp | 263.57%-245.6pp | 116.85%-98.9pp |
| Employer contribution / active EE | $1,510 | $3,417-55.8% | $4,829-68.7% | $2,427-37.8% |
| Participant deferral / active EE | $1,744 | $6,467-73.0% | $7,352-76.3% | $4,046-56.9% |
| Admin fee / account holder | $326 | $711-54.1% | $10,799-97.0% | $626-47.9% |