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 & GOBLE5+ years Service code 15 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Recordkeeping | $157,818 |
NEW CENTURY PARTNERS5+ years Service code 28 · EIN 68-0189192 | Investment Management | $83,344 |
NEWPORT GROUP, INC.5+ years Filed as: MATRIX FINANCIAL SOLUTIONS Service code 19 · EIN 75-3182674 | Securities Custodian | $39,464 |
UNITED ADMINISTRATIVE SERVICES5+ years Service code 14 · EIN 94-1749354 6800 SANTA TERESA BLVD, SUITE 100 · SAN JOSE, CA 95119 | Plan Administrator | $26,540 |
EIDE BAILLY LLP2 years Filed as: VAVRINEK, TRINE, DAY & CO., LLP Service code 10 · EIN 95-2648289 | Accounting | $8,049 |
Service code 29 369 PINE STREET, SUITE 800 · SAN FRANCISCO, CA 94104 | Legal | $5,045 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,938 | $66,601+57.6% | $92,893+13.0% | $67,579+55.3% |
| Participation rate | 75.8% | 72.5%+3.3pp | 76.0%-0.2pp | 71.3%+4.5pp |
| Annual return | 14.72% | 92.58%-77.9pp | 109.41%-94.7pp | 378.56%-363.8pp |
| Employer contribution / active EE | $10,935 | $2,775+294.0% | $3,653+199.4% | $2,148+409.1% |
| Participant deferral / active EE | $0 | $3,157-100.0% | $4,236-100.0% | $3,539-100.0% |
| Admin fee / account holder | $360 | $199+80.9% | $5,794-93.8% | $142+152.9% |