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 |
|---|---|---|
BUTTERFIELD SCHECHTER LLP2 years Service code 29 10021 WILLOW CREEK ROAD, SUITE 200 · SAN DIEGO, CA 92131 | Legal | $11,499 |
Service code 13 · EIN 33-0461574 5628 COPEY DRIVE · SAN DIEGO, CA 92111 | Contract Administrator | $8,354 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,153 | $73,102-54.6% | $123,544-73.2% | $56,287-41.1% |
| Participation rate | 99.2% | 74.3%+24.8pp | 82.3%+16.9pp | 69.9%+29.3pp |
| Annual return | 8.19% | 3.01%+5.2pp | 119.20%-111.0pp | -9.96%+18.1pp |
| Employer contribution / active EE | $2,801 | $2,977-5.9% | $4,628-39.5% | $2,111+32.7% |
| Participant deferral / active EE | $0 | $5,423-100.0% | $6,426-100.0% | $3,350-100.0% |
| Admin fee / account holder | $136 | $554-75.5% | $9,284-98.5% | $521-73.9% |