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 |
|---|---|---|
SEASIDE ADVISORY SERVICES, INC.4+ years Service code 26 · EIN 33-0915734 209 NORTH DITMAR · OCEANSIDE, CA 92054 | Advisory (Participants) | $45,915 |
INNOVATIVE PENSION4+ years Filed as: INNOVATIVE PENSION STRATEGY & DESIG Service code 12 · EIN 33-0166640 1412975 BROOKPRINTER PLACE, SUITE 2 · POWAY, CA 92064 | Recordkeeping fees; Claims processing... | $16,887 |
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUBMUS, OH 43215 | Recordkeeping | $2,460 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,394 | $34,242-55.0% | $76,523-79.9% | $75,289-79.6% |
| Participation rate | 6.6% | 43.9%-37.3pp | 68.0%-61.4pp | 72.4%-65.9pp |
| Annual return | -6.08% | -0.98%-5.1pp | -0.27%-5.8pp | -0.04%-6.0pp |
| Employer contribution / active EE | $0 | $975-100.0% | $2,647-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $692 | $1,872-63.1% | $3,835-82.0% | $3,739-81.5% |
| Admin fee / account holder | $136 | $112+21.7% | $4,848-97.2% | $102+33.1% |