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 52 · EIN 04-1590850 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Indirect Investment Fees | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $76,875 | $94,529-18.7% | $140,016-45.1% | $64,186+19.8% |
| Participation rate | 78.5% | 84.1%-5.6pp | 87.5%-9.0pp | 69.6%+8.9pp |
| Annual return | -2.23% | 7.77%-10.0pp | 651.12%-653.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $1,251 | $3,812-67.2% | $5,606-77.7% | $2,381-47.5% |
| Participant deferral / active EE | $2,898 | $5,250-44.8% | $6,927-58.2% | $3,470-16.5% |
| Admin fee / account holder | $433 | $6,741-93.6% | $10,705-96.0% | $4,888-91.1% |