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 |
|---|---|---|
NOELL AGNEW & MORSE LLP1+ years Service code 10 · EIN 94-2913900 1001 N DEMAREE AVE · VISALIA, CA 93291 | Accounting | $11,000 |
ALL VALLEY ADMINISTRATORS, LLC1+ years Filed as: ALL VALLEY ADMINISTRATORS LLC Service code 13 · EIN 77-0536417 7525 N CEDAR AVE SUITE 109 · FRESNO, CA 93720 | Contract Administrator | $7,250 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,930 | $54,320-61.5% | $67,652-69.1% | $52,331-60.0% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -6.59% | 6.81%-13.4pp | 6625.04%-6631.6pp | 4.54%-11.1pp |
| Employer contribution / active EE | $1,873 | $1,544+21.3% | $2,266-17.3% | $1,882-0.5% |
| Participant deferral / active EE | $0 | $2,950-100.0% | $3,560-100.0% | $3,022-100.0% |
| Admin fee / account holder | $163 | $527-69.0% | $4,821-96.6% | $592-72.4% |