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 |
|---|---|---|
SCHILLER'S PENSION CONSULTING3+ years Service code 17 · EIN 94-3208573 216 N. SAN MATEO DRIVE · SAN MATEO, CA 94401 | Pension Consulting | $6,175 |
Participant contribution per participant 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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,290 | $45,825+3.2% | $90,645-47.8% | $56,287-16.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 74.0%+26.0pp | 69.9%+30.1pp |
| Annual return | 10.33% | 38.64%-28.3pp | 1.88%+8.4pp | -9.96%+20.3pp |
| Employer contribution / active EE | $820 | $1,372-40.3% | $2,532-67.6% | $2,111-61.2% |
| Participant deferral / active EE | $0 | $2,562-100.0% | $3,425-100.0% | $3,350-100.0% |
| Admin fee / account holder | $39 | $413-90.5% | $4,994-99.2% | $521-92.5% |