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 8-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 |
|---|---|---|
HAWKINS PARNELL & YOUNG, LLP2 years Service code 29 1776 SECOND STREET · NAPPA, CA 94559 | Legal | $159,310 |
WILMINGTON TRUST2 years Service code 51 RODNEY SQUARE NORTH · WILMINGTON, DE 198900001 | Investment Mgmt Fees | $45,762 |
Filed as: JOSEPHSON & JOSEPHSON Service code 10 · EIN 13-4092524 | Accounting | $20,000 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,130 | $209,411-99.5% | $178,490-99.4% | $158,922-99.3% |
| Participation rate | 0.0% | 86.3%-86.3pp | 81.9%-81.9pp | 82.0%-82.0pp |
| Annual return | -1.35% | 188.75%-190.1pp | 151.07%-152.4pp | 302.83%-304.2pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $0 | $5,954-100.0% | $5,202-100.0% | $5,982-100.0% |
| Admin fee / account holder | $41 | $17,074-99.8% | $13,984-99.7% | $11,246-99.6% |