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 13 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $33,449 |
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 | $30,332 | $84,487-64.1% | $125,339-75.8% | $66,914-54.7% |
| Participation rate | 90.7% | 76.4%+14.3pp | 82.4%+8.4pp | 69.8%+20.9pp |
| Annual return | -17.70% | -8.39%-9.3pp | 572.05%-589.8pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,627 | $3,553-54.2% | $4,814-66.2% | $2,544-36.0% |
| Participant deferral / active EE | $8,576 | $6,781+26.5% | $7,446+15.2% | $4,237+102.4% |
| Admin fee / account holder | $162 | $685-76.3% | $10,010-98.4% | $593-72.6% |