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 |
|---|---|---|
HOYLECOHEN LLC3+ years Service code 27 9350 WAXIE WAY STE 500 · SAN DIEGO, CA 92123 | Advisory (Plan) | $52,640 |
ASSOCIATED PENSION CONSULTANTS3+ years Service code 10 · EIN 94-2456320 2035 FOREST AVE · CHICO, CA 95926 | Accounting | $17,590 |
CLIFTONLARSONALLEN LLP1 year Service code 10 · EIN 41-0746749 | Accounting | $14,000 |
AMERICAN FUNDS2+ years Filed as: CAPITAL RESEARCH AND MANAGEMENT CO Service code 64 333 SOUTH HOPE ST · LOS ANGELES, CA 90071 | Recordkeeping Fees | $9,236 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $103,189 | $64,909+59.0% | $82,313+25.4% | $62,292+65.7% |
| Participation rate | 86.5% | 74.9%+11.6pp | 76.9%+9.6pp | 69.5%+17.0pp |
| Annual return | 18.19% | 21.18%-3.0pp | 25.88%-7.7pp | 28.90%-10.7pp |
| Employer contribution / active EE | $18 | $1,676-99.0% | $2,428-99.3% | $2,042-99.1% |
| Participant deferral / active EE | $2,357 | $3,103-24.1% | $3,706-36.4% | $3,169-25.6% |
| Admin fee / account holder | $416 | $440-5.5% | $5,608-92.6% | $479-13.3% |