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 15 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Recordkeeping | $1,650 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $58,051 | $64,909-10.6% | $82,313-29.5% | $62,292-6.8% |
| Participation rate | 49.0% | 74.9%-25.8pp | 76.9%-27.9pp | 69.5%-20.5pp |
| Annual return | 24.15% | 21.18%+3.0pp | 25.88%-1.7pp | 28.90%-4.7pp |
| Employer contribution / active EE | $101 | $1,676-94.0% | $2,428-95.8% | $2,042-95.0% |
| Participant deferral / active EE | $7,845 | $3,103+152.8% | $3,706+111.7% | $3,169+147.5% |
| Admin fee / account holder | $20 | $440-95.4% | $5,608-99.6% | $479-95.8% |