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 13 · EIN 33-0461574 5628 COPEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $4,547 |
Service code 29 10021 WILLOW CREEK ROAD, SUITE 200 · SAN DIEGO, CA 92131 | Legal | $2,147 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,493 | $80,753-58.5% | $136,294-75.4% | $62,292-46.2% |
| Participation rate | 93.3% | 73.5%+19.7pp | 81.9%+11.3pp | 69.5%+23.8pp |
| Annual return | 23.32% | 35.83%-12.5pp | 5155.94%-5132.6pp | 28.90%-5.6pp |
| Employer contribution / active EE | $2,841 | $2,884-1.5% | $4,695-39.5% | $2,042+39.1% |
| Participant deferral / active EE | $0 | $5,164-100.0% | $6,247-100.0% | $3,169-100.0% |
| Admin fee / account holder | $42 | $525-92.0% | $9,243-99.5% | $479-91.2% |