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 |
|---|---|---|
Service code 26 · EIN 61-1758632 24 E. COTA STREET, SUITE 200 · SANTA BARBARA, CA 93101 | Advisory (Participants) | $41,509 |
PAYCHEX, INC.8 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $22,343 |
401K GENERATION8 years Service code 13 · EIN 26-4477125 237 S. WESTMONTE AVE · ALTAMONTE SPRINGS, FL 32714 | Contract Administrator | $15,271 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,071 | $87,870-27.1% | $113,168-43.4% | $74,304-13.8% |
| Participation rate | 83.4% | 70.7%+12.7pp | 76.6%+6.9pp | 60.3%+23.1pp |
| Annual return | 13.61% | 26.44%-12.8pp | 24.27%-10.7pp | 29.43%-15.8pp |
| Employer contribution / active EE | $662 | $2,277-70.9% | $2,975-77.8% | $2,241-70.5% |
| Participant deferral / active EE | $2,671 | $4,241-37.0% | $5,107-47.7% | $3,767-29.1% |
| Admin fee / account holder | $524 | $3,368-84.4% | $12,068-95.7% | $2,969-82.3% |