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 CAPITAL1 year Service code 27 500 S. GRAND AVE · LOS ANGELES, CA 90071 | Advisory (Plan) | $57,511 |
THE VANGUARD GROUP, INC.4+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $14,673 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Assets per participant exceed $250,000 - top-decile high-value plan.
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 | $277,733 | $85,202+226.0% | $172,739+60.8% | $72,985+280.5% |
| Participation rate | 93.2% | 70.1%+23.1pp | 82.6%+10.5pp | 69.5%+23.7pp |
| Annual return | 22.65% | 27.32%-4.7pp | 802.84%-780.2pp | 81.00%-58.4pp |
| Employer contribution / active EE | $7,924 | $3,324+138.4% | $5,143+54.1% | $2,440+224.8% |
| Participant deferral / active EE | $6,028 | $3,260+84.9% | $5,198+16.0% | $3,607+67.1% |
| Admin fee / account holder | $582 | $5,884-90.1% | $13,954-95.8% | $5,124-88.6% |