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 STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $36,218 |
DUNBAR, BENDER & ZAPF, INC.5+ years Service code 13 437 GRANT ST., SUITE 1100 · PITTSBURGH, PA 15219 | Contract Administrator | $10,000 |
SMITH LEWIS CHESS & COMPANY LLP5+ years Service code 10 670 CHERRY TREE LANE · UNIONTOWN, PA 15401 | Accounting | $9,250 |
Filed as: ADVISED ASSETS GROUP Service code 28 8515 EAST ORCHARD RAOD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $745 |
Filed as: GREAT WEST LIFE & ANNUITY INSURANCE Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,601 | $49,138+112.9% | $84,015+24.5% | $65,185+60.5% |
| Participation rate | 72.2% | 60.7%+11.4pp | 69.0%+3.2pp | 70.2%+2.0pp |
| Annual return | 24.24% | 23.00%+1.2pp | 71.31%-47.1pp | 29.38%-5.1pp |
| Employer contribution / active EE | $0 | $914-100.0% | $1,983-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $2,142 | $2,397-10.7% | $3,239-33.9% | $3,514-39.0% |
| Admin fee / account holder | $21 | $543-96.2% | $6,101-99.7% | $847-97.5% |