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 CONSULTING6+ years Service code 17 · EIN 94-3208573 216 N. SAN MATEO DRIVE · SAN MATEO, CA 94401 | Pension Consulting | $17,326 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,436 | $66,402+0.1% | $109,895-39.5% | $85,850-22.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 36.50% | 19.59%+16.9pp | 29.45%+7.0pp | 318.53%-282.0pp |
| Employer contribution / active EE | $588 | $1,687-65.1% | $2,842-79.3% | $2,565-77.1% |
| Participant deferral / active EE | $0 | $2,842-100.0% | $4,048-100.0% | $3,952-100.0% |
| Admin fee / account holder | $106 | $4,557-97.7% | $6,066-98.3% | $6,260-98.3% |