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 |
|---|---|---|
HEMMING MORSE3+ years Service code 10 · EIN 30-0702322 155 BOVET ROAD, SUITE #600 · SAN MATEO, CA 94402 | Accounting | $12,400 |
PENSION PLANNING SERVICE, INC.2+ years Filed as: PENSION PLANNING SERVICE, INC Service code 13 · EIN 94-1586677 48 PARK ROAD · BURLINGAME, CA 94010 | Contract Administrator | $8,843 |
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 | $125,853 | $58,726+114.3% | $92,233+36.5% | $62,292+102.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 11.37% | 43.62%-32.2pp | 176.28%-164.9pp | 28.90%-17.5pp |
| Employer contribution / active EE | $9,274 | $2,392+287.7% | $3,679+152.0% | $2,042+354.1% |
| Participant deferral / active EE | $0 | $2,766-100.0% | $3,897-100.0% | $3,169-100.0% |
| Admin fee / account holder | $51 | $556-90.8% | $5,194-99.0% | $479-89.3% |