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 |
|---|---|---|
DECIMAL, INC.1 year Filed as: DECIMAL INC Service code 14 44 MONTGOMERY ST. · SAN FRANCISCO, CA 94104 | Plan Administrator | $19,329 |
Filed as: NEWFRONT RETIREMENT SERVICES Service code 27 · EIN 80-0833114 | Advisory (Plan) | $11,958 |
CARON & BLETZER, PLLC1 year Service code 10 · EIN 04-3499945 | Accounting | $11,500 |
Service code 37 · EIN 04-2647786 | Loan Processing | $10,594 |
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 | $52,297 | $100,923-48.2% | $150,045-65.1% | $74,304-29.6% |
| Participation rate | 72.2% | 70.1%+2.1pp | 82.3%-10.1pp | 60.3%+11.8pp |
| Annual return | 20.09% | 51.77%-31.7pp | 62.55%-42.5pp | 29.43%-9.3pp |
| Employer contribution / active EE | $2,994 | $3,463-13.6% | $4,693-36.2% | $2,241+33.6% |
| Participant deferral / active EE | $8,486 | $6,709+26.5% | $7,997+6.1% | $3,767+125.2% |
| Admin fee / account holder | $208 | $2,767-92.5% | $13,435-98.5% | $2,969-93.0% |