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 8-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 |
|---|---|---|
Filed as: GLOBAL RETIREMENT PARTNERS Service code 17 4340 REDWOOD HIGHWAY, STE B-30 · SAN RAFAEL, CA 94903 | Pension Consulting | $15,000 |
Filed as: WELLTH ADVISORY SERVICES Service code 26 · EIN 99-2539506 | Advisory (Participants) | $5,000 |
NICHOLAS PENSION CONSULTANTS5 years Service code 15 · EIN 27-1886851 10933 TRADE CENTER DRIVE · RANCHO CORDOVA, CA 95670 | Recordkeeping | $2,250 |
THE VANGUARD GROUP, INC.5 years Service code 27 · EIN 23-1945930 | Advisory (Plan) | $1,680 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,712 | $86,922-47.4% | $102,438-55.4% | $80,874-43.5% |
| Participation rate | 93.6% | 72.4%+21.2pp | 76.5%+17.1pp | 67.6%+26.0pp |
| Annual return | 14.35% | 18.90%-4.5pp | 29.37%-15.0pp | 35.62%-21.3pp |
| Employer contribution / active EE | $0 | $2,369-100.0% | $3,024-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,495 | $4,119+33.4% | $5,054+8.7% | $4,297+27.9% |
| Admin fee / account holder | $124 | $8,050-98.5% | $9,448-98.7% | $6,935-98.2% |