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 & GOBLE7+ years Service code 11 · EIN 94-2614826 160 W SANTA CLARA ST SUITE 1550 · SAN JOSE, CA 95113 | Actuarial | $327,623 |
NEW CENTURY PARTNERS2 years Filed as: NEW CENTURY Service code 28 · EIN 68-0189192 | Investment Management | $115,705 |
MATRIX TRUST COMPANY2 years Service code 19 · EIN 75-3182674 | Securities Custodian | $48,822 |
UNITED ADMINISTRATIVE SERVICES7+ years Service code 13 · EIN 94-1749354 6800 SANTA TERESA BLVD, SUITE 100 · SAN JOSE, CA 95119 | Contract Administrator | $27,955 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $13,691 |
Service code 29 369 PINE STREET, SUITE 800 · SAN FRANCISCO, CA 94104 | Legal | $7,498 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,511 | $78,275+32.2% | $109,143-5.2% | $86,799+19.3% |
| Participation rate | 100.0% | 73.8%+26.2pp | 75.9%+24.1pp | 72.3%+27.7pp |
| Annual return | 10.13% | 19.14%-9.0pp | 25.75%-15.6pp | 97.91%-87.8pp |
| Employer contribution / active EE | $5,107 | $3,105+64.5% | $3,722+37.2% | $2,405+112.3% |
| Participant deferral / active EE | $5,864 | $3,641+61.1% | $4,653+26.0% | $4,131+42.0% |
| Admin fee / account holder | $292 | $198+47.3% | $6,752-95.7% | $170+72.4% |