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 CONSULTING7+ years Service code 17 · EIN 94-3208573 216 N. SAN MATEO DRIVE · SAN MATEO, CA 94401 | Pension Consulting | $6,629 |
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,611 | $53,162+4.6% | $91,220-39.0% | $68,494-18.8% |
| Participation rate | 92.4% | 63.2%+29.2pp | 73.2%+19.2pp | 67.9%+24.5pp |
| Annual return | -13.54% | -3.14%-10.4pp | 114.01%-127.6pp | -7.84%-5.7pp |
| Employer contribution / active EE | $0 | $1,709-100.0% | $2,850-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $39 | $4,493-99.1% | $5,420-99.3% | $5,403-99.3% |