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 9-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 15 · EIN 62-1874769 | Recordkeeping | $12,070 |
Filed as: TRANSAMERICA FINANCIAL LIFE INS CO Service code 15 · EIN 36-6071399 | Recordkeeping | $4,939 |
Filed as: RAYMOND JAMES AND ASSOCIATES INC Service code 27 · EIN 59-1237041 | Advisory (Plan) | $3,702 |
Filed as: CALIFORNIA CRAFT BREWERS Service code 17 · EIN 94-3138723 | Pension Consulting | $862 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $37,587 | $44,642-15.8% | $91,220-58.8% | $66,914-43.8% |
| Participation rate | 25.5% | 64.9%-39.4pp | 73.2%-47.7pp | 69.8%-44.3pp |
| Annual return | -18.84% | -12.29%-6.6pp | 114.01%-132.9pp | 1.58%-20.4pp |
| Employer contribution / active EE | $893 | $1,706-47.6% | $2,850-68.7% | $2,544-64.9% |
| Participant deferral / active EE | $1,516 | $3,349-54.7% | $4,234-64.2% | $4,237-64.2% |
| Admin fee / account holder | $360 | $521-31.0% | $5,420-93.4% | $593-39.4% |