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 99 · EIN 47-1411118 | Other Fees | $32,093 |
Filed as: QUINTES ADMINISTRATIVE AND INSURANC Service code 49 1961 MAIN ST #151 · WATSONVILLE, CA 95076 | Other Services | $6,570 |
MORNINGSTAR1 year Filed as: MORNINGSTAR INVESTMEN MANAGEMENT Service code 26 · EIN 36-4317381 | Advisory (Participants) | $6,224 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,949 | $76,670+60.4% | $96,683+27.2% | $71,457+72.1% |
| Participation rate | 82.6% | 66.6%+16.0pp | 74.3%+8.3pp | 67.9%+14.7pp |
| Annual return | 14.88% | 48.29%-33.4pp | 35.69%-20.8pp | 28.85%-14.0pp |
| Employer contribution / active EE | $6,594 | $3,031+117.5% | $3,737+76.5% | $2,588+154.8% |
| Participant deferral / active EE | $10,806 | $3,771+186.5% | $4,878+121.5% | $4,289+152.0% |
| Admin fee / account holder | $107 | $2,028-94.7% | $6,730-98.4% | $1,587-93.3% |