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 ADMINISTRATION2 years Service code 99 · EIN 46-0857343 14841 YORBA STREET · TUSTIN, CA 92780 | Other Fees | $20,161 |
Service code 15 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Recordkeeping | $10,856 |
BALBOA WEALTH PARTNERS1 year Service code 22 · EIN 81-0694237 140 NEWPORT DRIVE # 200 · NEWPORT BEACH, CA 92660 | Insurance Broker | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $6,311 | $73,638-91.4% | $95,952-93.4% | $73,488-91.4% |
| Participation rate | 99.1% | 76.2%+23.0pp | 77.1%+22.1pp | 70.7%+28.5pp |
| Annual return | 11.30% | 16.78%-5.5pp | 91.61%-80.3pp | 28.51%-17.2pp |
| Employer contribution / active EE | $1,380 | $1,863-25.9% | $2,541-45.7% | $2,270-39.2% |
| Participant deferral / active EE | $1,020 | $3,617-71.8% | $4,167-75.5% | $3,740-72.7% |
| Admin fee / account holder | $164 | $482-66.0% | $6,795-97.6% | $513-68.0% |