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 27 24 E COTA ST STE 200 · SANTA BARBARA, CA 93101 | Advisory (Plan) | $42,899 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,957 |
PEGGY S. EDGE, CPA, LLC1 year Filed as: PEGGY EDGE DBA PEGGY EDGE CPA LLC Service code 10 1460 E WHITESTONE BLVD STE 285 · CEDAR PARK, TX 78613 | Accounting | $7,200 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $4,544 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,536 | $65,322+110.5% | $70,449+95.2% | $73,488+87.2% |
| Participation rate | 81.9% | 77.0%+4.9pp | 75.1%+6.8pp | 70.7%+11.2pp |
| Annual return | 14.63% | 15.71%-1.1pp | 109.03%-94.4pp | 28.51%-13.9pp |
| Employer contribution / active EE | $508 | $2,460-79.4% | $2,737-81.5% | $2,270-77.6% |
| Participant deferral / active EE | $5,686 | $3,375+68.5% | $3,709+53.3% | $3,740+52.1% |
| Admin fee / account holder | $422 | $214+97.1% | $3,845-89.0% | $513-17.8% |