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 |
|---|---|---|
PLANTE & MORAN, PLLC2 years Service code 10 · EIN 38-1357951 1321 OAKRIDGE DRIVE · FORT COLLINS, CO 80525 | Accounting | $16,000 |
AMERICAN REALTY ADVISORS5 years Filed as: AMERICAN QUALIFIED PLANS, INC. Service code 13 · EIN 94-2826846 2070 N BROADWAY #4996 · WALNUT CREEK, CA 94596 | Contract Administrator | $13,960 |
ABBOTT, STRINGHAM & LYNCH2 years Service code 34 1530 MERIDIAN AVE · SAN JOSE, CA 95125 | Valuation (appraisals, etc.) | $5,363 |
Service code 66 | Other insurance wrap fees; Insurance ... | $4,988 |
Service code 64 · EIN 13-4238973 | Recordkeeping Fees | $4,590 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,070 | $99,957-63.9% | $149,696-75.9% | $73,488-50.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 82.5%+17.5pp | 70.7%+29.3pp |
| Annual return | 12.05% | 53.87%-41.8pp | 276.60%-264.6pp | 28.51%-16.5pp |
| Employer contribution / active EE | $3,030 | $3,191-5.0% | $4,644-34.8% | $2,270+33.5% |
| Participant deferral / active EE | $0 | $6,073-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $188 | $551-65.8% | $9,309-98.0% | $513-63.3% |