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 & GOBLE4+ years Service code 15 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Recordkeeping | $148,671 |
NEW CENTURY PARTNERS4+ years Service code 28 · EIN 68-0189192 | Investment Management | $79,683 |
NEWPORT GROUP, INC.4+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 75-3182674 | Securities Custodian | $38,108 |
UNITED ADMINISTRATIVE SERVICES4+ years Service code 14 · EIN 94-1749354 6800 SANTA TERESA BLVD, SUITE 100 · SAN JOSE, CA 95119 | Plan Administrator | $23,765 |
EIDE BAILLY LLP1 year Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $14,437 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,734 | $56,443+53.7% | $83,848+3.4% | $55,725+55.6% |
| Participation rate | 77.6% | 72.0%+5.6pp | 76.1%+1.5pp | 70.9%+6.8pp |
| Annual return | -3.69% | 393.67%-397.4pp | 850.88%-854.6pp | 244.93%-248.6pp |
| Employer contribution / active EE | $9,155 | $2,682+241.4% | $3,631+152.2% | $2,078+340.5% |
| Participant deferral / active EE | $0 | $2,965-100.0% | $4,082-100.0% | $3,356-100.0% |
| Admin fee / account holder | $304 | $156+94.6% | $5,478-94.5% | $115+163.9% |