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 |
|---|---|---|
SAN DIEGO PENSION CONSULTANTS3+ years Service code 13 5628 COPLEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $5,915 |
Service code 15 · EIN 01-0233346 | Recordkeeping | $1,092 |
SAGEPOINT FINANCIAL INC3+ years Filed as: SAGEPOINT FINANCIAL Service code 26 9171 TOWNE CENTER DRIVE · SAN DIEGO, CA 92122 | Advisory (Participants) | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $49,072 | $155,795-68.5% | $136,294-64.0% | $69,631-29.5% |
| Participation rate | 60.8% | 75.2%-14.5pp | 81.9%-21.1pp | 70.7%-9.9pp |
| Annual return | 16.31% | 232464.33%-232448.0pp | 5155.94%-5139.6pp | 27571.02%-27554.7pp |
| Employer contribution / active EE | $0 | $2,991-100.0% | $4,695-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,658 | $5,394-50.7% | $6,247-57.5% | $3,224-17.6% |
| Admin fee / account holder | $61 | $128-52.1% | $9,243-99.3% | $110-44.3% |