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 9-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 |
|---|---|---|
PENCHECKS1 year Filed as: PENCHECKS, INC Service code 64 · EIN 33-6134835 8580 LA MESA BLVD STE 101 · LA MESA, CA 91942 | Recordkeeping Fees | $6,615 |
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 | $138,165 | $48,116+187.1% | $99,443+38.9% | $77,787+77.6% |
| Participation rate | 99.5% | 60.0%+39.6pp | 73.8%+25.7pp | 73.2%+26.3pp |
| Annual return | 7.58% | 23.23%-15.7pp | 30.72%-23.1pp | 32.57%-25.0pp |
| Employer contribution / active EE | $9,062 | $1,057+757.4% | $2,540+256.8% | $2,504+261.8% |
| Participant deferral / active EE | $0 | $2,238-100.0% | $3,619-100.0% | $3,967-100.0% |
| Admin fee / account holder | $6 | $87-93.6% | $6,250-99.9% | $100-94.4% |