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 |
|---|---|---|
PENCHECKS3 years Filed as: PENCHECKS TRUST Service code 12 · EIN 33-6134835 8580 LA MESA BLVD, SUITE 101 · LA MESA, CA 91942 | Claims processing | $8,715 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,821 | $108,719-51.4% | $101,326-47.9% | $85,563-38.3% |
| Participation rate | 99.7% | 80.9%+18.8pp | 81.5%+18.2pp | 66.0%+33.8pp |
| Annual return | -26.03% | 20.95%-47.0pp | 36.82%-62.8pp | 31.51%-57.5pp |
| Employer contribution / active EE | $4,341 | $3,114+39.4% | $3,665+18.4% | $2,654+63.6% |
| Participant deferral / active EE | $0 | $8,545-100.0% | $7,994-100.0% | $4,375-100.0% |
| Admin fee / account holder | $14 | $685-97.9% | $11,185-99.9% | $834-98.3% |