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 |
|---|---|---|
CALIFORNIA BENEFIT PLANNERS5 years Service code 13 · EIN 95-4568183 3738-3740 E COLORADO BLVD · PASADENA, CA 91107 | Contract Administrator | $21,961 |
PRINCIPAL LIFE INSURANCE COMPANY10+ years Service code 13 · EIN 42-0127290 | Contract Administrator | $19,126 |
Service code 13 | Contract Administrator | $5,964 |
RPA FINANCIAL LLC3 years Service code 27 · EIN 83-1143379 | Advisory (Plan) | $1,271 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $113,375 | $101,724+11.5% | $164,813-31.2% | $80,856+40.2% |
| Participation rate | 83.3% | 71.8%+11.5pp | 78.6%+4.7pp | 67.6%+15.7pp |
| Annual return | 13.88% | 16.72%-2.8pp | 69.93%-56.0pp | 35.59%-21.7pp |
| Employer contribution / active EE | $1,361 | $2,953-53.9% | $4,341-68.6% | $2,755-50.6% |
| Participant deferral / active EE | $12,772 | $4,477+185.3% | $6,031+111.8% | $4,296+197.3% |
| Admin fee / account holder | $385 | $8,227-95.3% | $12,690-97.0% | $6,918-94.4% |