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 |
|---|---|---|
CORPORATE PENSION CONSULTANTS2+ years Service code 10 · EIN 77-0116716 14125 CAPRI DR, SUITE 9 · LOS GATOS, CA 95032 | Accounting | $60,385 |
SLOY DAHL & HOLST1+ years Filed as: SLOY, DAHL & HOLST, INC. Service code 51 · EIN 93-0989022 1230 SOUTHWEST 1ST AVE., SUITE 310 · PORTLAND, OR 97204 | Investment Mgmt Fees | $33,434 |
ARMANINO LLP2+ years Service code 10 · EIN 94-6214841 50 WEST SAN FERNANDO ST. · SAN JOSE, CA 95113 | Accounting | $14,250 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,739 | $52,884-17.3% | $84,750-48.4% | $55,167-20.7% |
| Participation rate | 100.0% | 67.5%+32.5pp | 76.6%+23.4pp | 69.0%+31.0pp |
| Annual return | 5.29% | 18.03%-12.7pp | 22.78%-17.5pp | 169.23%-163.9pp |
| Employer contribution / active EE | $7,877 | $2,233+252.7% | $3,574+120.4% | $1,963+301.4% |
| Participant deferral / active EE | $0 | $2,644-100.0% | $3,712-100.0% | $3,054-100.0% |
| Admin fee / account holder | $503 | $581-13.5% | $5,332-90.6% | $504-0.3% |