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 |
|---|---|---|
Service code 13 · EIN 26-2824865 519 17TH STREET · OAKLAND, CA 94612 | Contract Administrator | $8,974 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $20,773 | $36,767-43.5% | $81,478-74.5% | $62,292-66.7% |
| Participation rate | 29.2% | 54.4%-25.3pp | 68.0%-38.8pp | 69.5%-40.3pp |
| Annual return | 19.90% | 173.80%-153.9pp | 38.78%-18.9pp | 28.90%-9.0pp |
| Employer contribution / active EE | $883 | $1,128-21.7% | $2,568-65.6% | $2,042-56.8% |
| Participant deferral / active EE | $1,697 | $2,111-19.6% | $3,537-52.0% | $3,169-46.4% |
| Admin fee / account holder | $187 | $797-76.6% | $4,561-95.9% | $479-61.0% |