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 CONSULTANTS3+ years Service code 10 · EIN 77-0116716 14125 CAPRI DR, SUITE 9 · LOS GATOS, CA 95032 | Accounting | $60,016 |
SLOY DAHL & HOLST2+ 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 | $50,123 |
Filed as: CHARLES SCHWAB BANK Service code 28 · EIN 42-1558009 12401 RESEARCH BLVD. · AUSTIN, TX 78759 | Investment Management | $12,164 |
ARMANINO LLP3+ years Service code 10 · EIN 94-6214841 50 WEST SAN FERNANDO ST. · SAN JOSE, CA 95113 | Accounting | $8,924 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,004 | $58,726-31.9% | $92,233-56.6% | $62,292-35.8% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 12.04% | 43.62%-31.6pp | 176.28%-164.2pp | 28.90%-16.9pp |
| Employer contribution / active EE | $9,304 | $2,392+289.0% | $3,679+152.9% | $2,042+355.6% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $444 | $556-20.2% | $5,194-91.4% | $479-7.4% |