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 9-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 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Contract Administrator | $34,733 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,799 | $37,393-36.4% | $77,024-69.1% | $66,914-64.4% |
| Participation rate | 70.6% | 52.9%+17.7pp | 67.9%+2.7pp | 69.8%+0.8pp |
| Annual return | -2.85% | -3.29%+0.4pp | 42.32%-45.2pp | 1.58%-4.4pp |
| Employer contribution / active EE | $0 | $1,531-100.0% | $2,812-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $12,756 | $2,617+387.4% | $4,426+188.2% | $4,237+201.1% |
| Admin fee / account holder | $101 | $567-82.2% | $5,425-98.1% | $593-83.0% |