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 |
|---|---|---|
ESOP PARTNERS LLC3 years Filed as: ESOP PARTNERS, LLC Service code 15 · EIN 20-5396546 3701 E. EVERGREEN DR · APPLETON, WI 54913 | Recordkeeping | $19,743 |
JOHANSON & YAU4+ years Service code 10 · EIN 94-2702860 160 W. SANTA CLARA #900 · SAN JOSE, CA 95133 | Accounting | $11,000 |
SHANNON & SNYDER4+ years Service code 10 · EIN 77-0360232 650 N. WINCHESTER BLVD. #6 · SAN JOSE, CA 95128 | Accounting | $8,035 |
ABBOTT, STRINGHAM & LYNCH3 years Service code 34 · EIN 77-0051130 1530 MERIDIAN AVE · SAN JOES, CA 95125 | Valuation (appraisals, etc.) | $6,600 |
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.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,013 | $86,332-80.3% | $125,175-86.4% | $65,185-73.9% |
| Participation rate | 100.0% | 75.3%+24.7pp | 79.8%+20.2pp | 70.2%+29.8pp |
| Annual return | -4.00% | 27.43%-31.4pp | 43.79%-47.8pp | 29.38%-33.4pp |
| Employer contribution / active EE | $0 | $2,040-100.0% | $3,865-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $0 | $3,537-100.0% | $4,937-100.0% | $3,514-100.0% |
| Admin fee / account holder | $202 | $609-66.9% | $9,702-97.9% | $847-76.2% |