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 |
|---|---|---|
KAUFMANN & GOBLE1+ years Service code 15 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Recordkeeping | $128,392 |
NEW CENTURY PARTNERS1+ years Service code 28 · EIN 68-0189192 2838 UNION STREET · SAN FRANCISCO, CA 94123 | Investment Management | $56,664 |
NEWPORT GROUP, INC.1+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 20-1591048 717 17TH STREET, SUITE 1300 · DENVER, CO 80202 | Securities Custodian | $33,257 |
UNITED ADMINISTRATIVE SERVICES1+ years Service code 14 · EIN 94-1749354 | Plan Administrator | $17,520 |
HEMMING MORSE1+ years Service code 10 · EIN 30-0702322 | Accounting | $10,944 |
Filed as: NEYHART, ANDERSON ET AL Service code 29 · EIN 94-2576729 44 MONTGOMERY STREET, SUITE 2080 · SAN FRANCISCO, CA 94104 | Legal | $6,914 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $50,498-100.0% | $75,781-100.0% | $55,191-100.0% |
| Participation rate | 0.0% | 69.4%-69.4pp | 75.8%-75.8pp | 69.2%-69.2pp |
| Annual return | 0.87% | 1.80%-0.9pp | 9.68%-8.8pp | 10.78%-9.9pp |
| Employer contribution / active EE | $13,108 | $2,291+472.2% | $3,323+294.4% | $1,899+590.4% |
| Participant deferral / active EE | $0 | $2,589-100.0% | $3,651-100.0% | $3,046-100.0% |
| Admin fee / account holder | $0 | $123-100.0% | $5,299-100.0% | $91-100.0% |