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 |
|---|---|---|
Filed as: SEQUOIA CONSULTING GROUP Service code 27 1850 GATEWAY BLVD · SAN MATEO, CA 94404 | Advisory (Plan) | $12,173 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,754 | $71,192-69.4% | $117,854-81.5% | $62,292-65.1% |
| Participation rate | 93.9% | 74.2%+19.7pp | 79.7%+14.3pp | 69.5%+24.4pp |
| Annual return | 15.87% | 18.66%-2.8pp | 335.08%-319.2pp | 28.90%-13.0pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $4,179 | $3,189+31.0% | $4,482-6.8% | $3,169+31.9% |
| Admin fee / account holder | $66 | $587-88.8% | $8,020-99.2% | $479-86.2% |