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 | $15,818 |
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 | $10,725 | $53,162-79.8% | $91,220-88.2% | $68,494-84.3% |
| Participation rate | 89.0% | 63.2%+25.8pp | 73.2%+15.8pp | 67.9%+21.2pp |
| Annual return | -12.64% | -3.14%-9.5pp | 114.01%-126.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $8,683 | $2,974+192.0% | $4,234+105.1% | $4,027+115.6% |
| Admin fee / account holder | $59 | $4,493-98.7% | $5,420-98.9% | $5,403-98.9% |