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 |
|---|---|---|
GLENN BURDETTE1+ years Service code 10 1150 PALM STREET · SAN LUIS OBISPO, CA 93401 | Accounting | $7,600 |
HICKS PENSION SERVICES1+ years Service code 16 · EIN 77-0155091 | Consulting | $1,925 |
MORRIS, MANNING & MARTIN, LLP1+ years Filed as: MORRIS AND GARRITANO INS AGENCY Service code 23 PO BOX 1189 · SAN LUIS OBISPO, CA 93401 | Insurance services | $450 |
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 | $114,000 | $60,165+89.5% | $74,183+53.7% | $55,167+106.6% |
| Participation rate | 100.0% | 74.2%+25.8pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 95.89% | 10.00%+85.9pp | 17.74%+78.2pp | 169.23%-73.3pp |
| Employer contribution / active EE | $5,179 | $1,600+223.7% | $2,370+118.5% | $1,963+163.9% |
| Participant deferral / active EE | $5,018 | $2,973+68.8% | $3,550+41.4% | $3,054+64.3% |
| Admin fee / account holder | $117 | $419-72.1% | $5,586-97.9% | $504-76.7% |