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 27 4340 REDWOOD HWY STE B60 · SAN RAFAEL, CA 94903 | Advisory (Plan) | $23,675 |
Filed as: ADVISED ASSETS GROUP, LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $14,936 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $14,407 |
PENSYS, INC.1 year Filed as: PENSYS INC Service code 13 2440 PROFESSIONAL DR STE 100 · ROSEVILLE, CA 95661 | Contract Administrator | $11,925 |
Filed as: PENSYS FIDUCIARY SERVICES INC Service code 13 3000 LAVA RIDGE CT STE 130 · ROSEVILLE, CA 95661 | Contract Administrator | $8,013 |
ASCENSUS LLC1 year Filed as: ASCENSUS HOLDINGS INC DBA FUTUREPLA Service code 13 200 DRYDEN RD · DRESHER, PA 19025 | Contract Administrator | $7,332 |
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 | $42,730 | $59,328-28.0% | $118,925-64.1% | $73,488-41.9% |
| Participation rate | 82.6% | 62.3%+20.3pp | 75.4%+7.2pp | 70.7%+11.9pp |
| Annual return | 11.50% | 19.13%-7.6pp | 35.88%-24.4pp | 28.51%-17.0pp |
| Employer contribution / active EE | $1,389 | $1,803-23.0% | $3,263-57.4% | $2,270-38.8% |
| Participant deferral / active EE | $6,448 | $2,604+147.6% | $4,265+51.2% | $3,740+72.4% |
| Admin fee / account holder | $241 | $600-59.9% | $6,581-96.3% | $513-53.1% |