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 |
|---|---|---|
HAYASHI & WAYLAND1 year Filed as: HAYASHI & WAYLAND ACCOUNTING Service code 10 1188 PADRE DRIVE · SALINAS, CA 93901 | Accounting | $9,500 |
ASCENSUS LLC1 year Service code 15 · EIN 11-3665754 | Recordkeeping | $9,056 |
LPL FINANCIAL1 year Filed as: LPL FINANCIAL RPCP Service code 27 · EIN 04-3046611 | Advisory (Plan) | $6,554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $16,909 | $48,576-65.2% | $169,463-90.0% | $56,287-70.0% |
| Participation rate | 49.4% | 65.8%-16.4pp | 77.8%-28.4pp | 69.9%-20.4pp |
| Annual return | -10.29% | -2.51%-7.8pp | 1.83%-12.1pp | -9.96%-0.3pp |
| Employer contribution / active EE | $1,202 | $1,559-22.9% | $4,159-71.1% | $2,111-43.1% |
| Participant deferral / active EE | $1,635 | $3,275-50.1% | $5,277-69.0% | $3,350-51.2% |
| Admin fee / account holder | $256 | $435-41.1% | $9,109-97.2% | $521-50.8% |