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 49 · EIN 94-2646743 1669 HOLLENBECK AVENUE, SUITE 2-508 · SUNNYVALE, CA 94087 | Other Services | $22,200 |
Filed as: NEWFRONT RETIREMENT SERVICES Service code 99 · EIN 71-0294708 550 CALIFORNIA STREET SUITE 302 · SAN FRANCISCO, CA 94104 | Other Fees | $0 |
THREE BELL CAPITAL LLC5 years Filed as: THREE BELL CAPITAL, LLC Service code 99 · EIN 45-3567626 4 MAIN STREET, STE 230 · LOS ALTOS, CA 94022 | Other Fees | $0 |
Filed as: VOYA RETIREMENT INSURANCE AND ANNUI Service code 64 · EIN 71-0294708 | Recordkeeping Fees | $0 |
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 | $54,197 | $101,317-46.5% | $146,958-63.1% | $74,495-27.2% |
| Participation rate | 96.8% | 75.5%+21.3pp | 82.2%+14.6pp | 67.2%+29.6pp |
| Annual return | 17.28% | 8730.91%-8713.6pp | 418.34%-401.1pp | 1364.94%-1347.7pp |
| Employer contribution / active EE | $3,954 | $3,810+3.8% | $4,933-19.8% | $2,623+50.8% |
| Participant deferral / active EE | $15,817 | $7,303+116.6% | $8,070+96.0% | $4,346+264.0% |
| Admin fee / account holder | $116 | $1,739-93.3% | $12,998-99.1% | $1,942-94.0% |