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 |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $18,296 |
HASTIE FINANCIAL GROUP1+ years Service code 27 1260 S MAIN STREET · SALINAS, CA 93901 | Advisory (Plan) | $12,730 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $32,363 | $47,969-32.5% | $85,969-62.4% | $52,331-38.2% |
| Participation rate | 64.7% | 61.7%+3.0pp | 76.5%-11.8pp | 68.1%-3.4pp |
| Annual return | -1.53% | -0.13%-1.4pp | 9.32%-10.8pp | 4.54%-6.1pp |
| Employer contribution / active EE | $1,658 | $1,460+13.6% | $3,474-52.3% | $1,882-11.9% |
| Participant deferral / active EE | $986 | $2,110-53.3% | $3,829-74.3% | $3,022-67.4% |
| Admin fee / account holder | $270 | $530-49.1% | $6,053-95.5% | $592-54.4% |