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 27 10150 MEANLEY DR · SAN DIEGO, CA 92131 | Advisory (Plan) | $10,609 |
THE VANGUARD GROUP, INC.2 years Service code 15 · EIN 23-1945930 | Recordkeeping | $2,175 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,327 | $69,362-57.7% | $101,248-71.0% | $73,488-60.1% |
| Participation rate | 43.8% | 68.4%-24.6pp | 75.8%-32.0pp | 70.7%-26.8pp |
| Annual return | 42.99% | 18.46%+24.5pp | 46.47%-3.5pp | 28.51%+14.5pp |
| Employer contribution / active EE | $1,794 | $2,628-31.7% | $3,660-51.0% | $2,270-21.0% |
| Participant deferral / active EE | $2,977 | $3,300-9.8% | $4,370-31.9% | $3,740-20.4% |
| Admin fee / account holder | $103 | $704-85.3% | $5,945-98.3% | $513-79.9% |