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 |
|---|---|---|
NATIONWIDE2 years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Insurance services; Custodial (other ... | $47,718 |
PENSYS, INC.2 years Service code 13 · EIN 94-2916479 3000 LAVA RIDGE CT, SUITE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $40,397 |
Filed as: SILICON VALLEY ACCOUNTANCY Service code 10 3150 ALMADEN EXPRESSWAY, STE 105 · SAN JOSE, CA 95118 | Accounting | $8,586 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL LLC Service code 26 4707 EXECUTIVE DR. · SAN DIEGO, CA 92121 | Advisory (Participants) | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $7,105 | $49,138-85.5% | $84,015-91.5% | $65,185-89.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 70.2%+29.8pp |
| Annual return | 18.37% | 23.00%-4.6pp | 71.31%-52.9pp | 29.38%-11.0pp |
| Employer contribution / active EE | $511 | $914-44.1% | $1,983-74.3% | $2,177-76.5% |
| Participant deferral / active EE | $1,938 | $2,397-19.2% | $3,239-40.2% | $3,514-44.8% |
| Admin fee / account holder | $87 | $543-83.9% | $6,101-98.6% | $847-89.7% |