See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 47-4307706 300 MONTGOMERY ST. SUITE 350 · SAN FRANCISCO, CA 94101 | Recordkeeping | $9,888 |
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 | $21,279 | $57,541-63.0% | $95,745-77.8% | $75,163-71.7% |
| Participation rate | 95.5% | 62.5%+32.9pp | 72.3%+23.2pp | 67.2%+28.3pp |
| Annual return | 20.32% | 34.93%-14.6pp | 28.35%-8.0pp | 160.62%-140.3pp |
| Employer contribution / active EE | $4,125 | $1,808+128.2% | $2,835+45.5% | $2,670+54.5% |
| Participant deferral / active EE | $7,301 | $3,074+137.5% | $4,245+72.0% | $4,125+77.0% |
| Admin fee / account holder | $70 | $4,099-98.3% | $5,678-98.8% | $5,651-98.8% |