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 LLC4 years Filed as: ESOP PARTNERS, LLC Service code 15 · EIN 20-5396546 3701 E. EVERGREEN DR · APPLETON, WI 54913 | Recordkeeping | $15,923 |
JOHANSON & YAU5+ years Service code 10 · EIN 94-2702860 160 W. SANTA CLARA #900 · SAN JOSE, CA 95133 | Accounting | $11,000 |
SHANNON & SNYDER5+ years Service code 10 · EIN 77-0360232 650 N. WINCHESTER BLVD. #6 · SAN JOSE, CA 95128 | Accounting | $5,920 |
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 | $15,735 | $81,474-80.7% | $133,956-88.3% | $73,488-78.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 79.8%+20.2pp | 70.7%+29.3pp |
| Annual return | -1.80% | 19.40%-21.2pp | 45.09%-46.9pp | 28.51%-30.3pp |
| Employer contribution / active EE | $0 | $2,209-100.0% | $3,919-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $0 | $3,786-100.0% | $5,048-100.0% | $3,740-100.0% |
| Admin fee / account holder | $153 | $713-78.5% | $8,927-98.3% | $513-70.1% |