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 13 · EIN 42-0127290 | Contract Administrator | $128,546 |
Filed as: MARTIN JR, MICHAEL V. Service code 49 80 W SIERRA MADRE BLVD STE 404 · SIERRA MADRE, CA 910242434 | Other Services | $18,227 |
WINDES, INC.1 year Filed as: WINDES Service code 10 · EIN 95-3001179 | Accounting | $5,500 |
Service code 27 · EIN 95-2755361 | Advisory (Plan) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,631 | $47,722-2.3% | $82,719-43.6% | $64,808-28.0% |
| Participation rate | 98.1% | 67.6%+30.4pp | 72.6%+25.5pp | 71.5%+26.6pp |
| Annual return | -9.80% | -13.05%+3.2pp | 701.18%-711.0pp | 32.82%-42.6pp |
| Employer contribution / active EE | $3,317 | $2,179+52.2% | $3,009+10.2% | $2,506+32.4% |
| Participant deferral / active EE | $2,678 | $3,329-19.6% | $4,395-39.1% | $4,310-37.9% |
| Admin fee / account holder | $366 | $143+156.2% | $5,329-93.1% | $188+95.0% |