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 26 200 N. PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Advisory (Participants) | $6,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,094 | $79,428-83.5% | $106,548-87.7% | $79,386-83.5% |
| Participation rate | 67.3% | 74.1%-6.9pp | 76.1%-8.9pp | 70.7%-3.4pp |
| Annual return | 8.59% | 18.27%-9.7pp | 26.80%-18.2pp | 116.85%-108.3pp |
| Employer contribution / active EE | $897 | $2,234-59.9% | $2,819-68.2% | $2,427-63.1% |
| Participant deferral / active EE | $1,318 | $3,823-65.5% | $4,398-70.0% | $4,046-67.4% |
| Admin fee / account holder | $113 | $523-78.5% | $7,407-98.5% | $626-82.0% |