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 Service code 99 1188 PADRE DRIVE · SALINAS, CA 93901 | Other Fees | $17,675 |
ASCENSUS LLC3 years Service code 15 · EIN 11-3665754 | Recordkeeping | $11,914 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $18,428 | $62,132-70.3% | $185,823-90.1% | $73,488-74.9% |
| Participation rate | 83.8% | 67.8%+16.0pp | 78.0%+5.8pp | 70.7%+13.2pp |
| Annual return | 19.19% | 20.44%-1.2pp | 35.95%-16.8pp | 28.51%-9.3pp |
| Employer contribution / active EE | $1,718 | $1,681+2.2% | $4,087-58.0% | $2,270-24.3% |
| Participant deferral / active EE | $2,089 | $3,711-43.7% | $5,632-62.9% | $3,740-44.1% |
| Admin fee / account holder | $201 | $419-52.0% | $9,500-97.9% | $513-60.9% |