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 7-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 |
|---|---|---|
CSM&D1 year Service code 10 1777 BOTELHO DR · WALNUT CREEK, CA 94596 | Accounting | $14,375 |
Filed as: CAMBRIDGE INVESTMENT ADVISOR Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Plan) | $10,876 |
ASCENSUS LLC7+ years Service code 15 · EIN 11-3665754 | Recordkeeping | $2,867 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $37,101 | $102,317-63.7% | $146,958-74.8% | $80,856-54.1% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.2%-48.8pp | 67.6%-34.3pp |
| Annual return | 11.86% | 134.76%-122.9pp | 418.34%-406.5pp | 35.59%-23.7pp |
| Employer contribution / active EE | $19 | $3,713-99.5% | $4,933-99.6% | $2,755-99.3% |
| Participant deferral / active EE | $4,144 | $6,644-37.6% | $8,070-48.6% | $4,296-3.5% |
| Admin fee / account holder | $253 | $7,941-96.8% | $12,998-98.1% | $6,918-96.3% |