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 |
|---|---|---|
PACIFIC ADVISORY CAPITAL3 years Service code 27 500 S. GRAND AVE · LOS ANGELES, CA 90071 | Advisory (Plan) | $52,678 |
THE VANGUARD GROUP, INC.3 years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,291 |
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 | $183,624 | $95,416+92.4% | $185,823-1.2% | $85,850+113.9% |
| Participation rate | 87.5% | 68.8%+18.7pp | 81.7%+5.8pp | 69.3%+18.2pp |
| Annual return | 13.89% | 23.59%-9.7pp | 122.05%-108.2pp | 318.53%-304.6pp |
| Employer contribution / active EE | $13,815 | $3,314+316.9% | $5,167+167.4% | $2,565+438.6% |
| Participant deferral / active EE | $5,863 | $3,423+71.3% | $5,568+5.3% | $3,952+48.4% |
| Admin fee / account holder | $797 | $7,213-88.9% | $16,237-95.1% | $6,260-87.3% |