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 |
|---|---|---|
EEC ADMINISTRATION1 year Service code 99 · EIN 46-0857343 14841 YORBA STREET · TUSTIN, CA 92780 | Other Fees | $4,239 |
Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $3,957 |
CAPITAL SYNERGY PARTNERS1 year Service code 22 · EIN 33-0837865 4400 MACARTHUR BLVD. · NEWPORT BEACH, CA 92660 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $4,003 | $65,376-93.9% | $87,100-95.4% | $65,185-93.9% |
| Participation rate | 95.7% | 75.3%+20.4pp | 76.9%+18.9pp | 70.2%+25.5pp |
| Annual return | 23.07% | 31.27%-8.2pp | 28.19%-5.1pp | 29.38%-6.3pp |
| Employer contribution / active EE | $1,039 | $1,822-43.0% | $2,521-58.8% | $2,177-52.2% |
| Participant deferral / active EE | $1,099 | $3,388-67.6% | $4,049-72.9% | $3,514-68.7% |
| Admin fee / account holder | $29 | $520-94.4% | $7,497-99.6% | $847-96.6% |