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 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $18,191 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $11,871 |
KSJG, LLP1 year Filed as: KUSHNER, SMITH JOANOU & GREGSON, LL Service code 99 8105 IRVINE CENTER DRIVE SUITE 1000 · IRVINE, CA 92618 | Other Fees | $6,074 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $45,364 | $55,706-18.6% | $75,886-40.2% | $72,985-37.8% |
| Participation rate | 93.3% | 61.1%+32.2pp | 69.3%+24.1pp | 69.5%+23.8pp |
| Annual return | 20.17% | 27.59%-7.4pp | 30.76%-10.6pp | 81.00%-60.8pp |
| Employer contribution / active EE | $1,440 | $1,687-14.6% | $2,500-42.4% | $2,440-41.0% |
| Participant deferral / active EE | $5,336 | $2,634+102.6% | $3,603+48.1% | $3,607+47.9% |
| Admin fee / account holder | $397 | $3,978-90.0% | $5,418-92.7% | $5,124-92.3% |