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 15 401 WILSHITE BLVD · SANTA MONICA, CA 90401 | Recordkeeping | $18,596 |
PAYCHEX, INC.3+ years Service code 15 · EIN 16-1124166 220 KENNETH DRIVE · ROCHESTER, NY 14623 | Recordkeeping | $6,127 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $18,032 | $46,173-60.9% | $170,442-89.4% | $69,631-74.1% |
| Participation rate | 93.4% | 63.9%+29.5pp | 83.6%+9.8pp | 70.7%+22.7pp |
| Annual return | 34.44% | 21.62%+12.8pp | 205.93%-171.5pp | 27571.02%-27536.6pp |
| Employer contribution / active EE | $2,256 | $1,610+40.2% | $5,433-58.5% | $2,032+11.0% |
| Participant deferral / active EE | $2,365 | $2,080+13.7% | $4,939-52.1% | $3,224-26.6% |
| Admin fee / account holder | $97 | $116-16.6% | $13,880-99.3% | $110-12.5% |