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 |
|---|---|---|
Service code 13 · EIN 94-1586677 48 PARK RD. · BURLINGAME, CA 94010 | Contract Administrator | $9,905 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The opinion is qualified. A specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,812 | $63,114+119.9% | $92,893+49.4% | $65,185+113.0% |
| Participation rate | 100.0% | 68.8%+31.2pp | 76.0%+24.0pp | 70.2%+29.8pp |
| Annual return | 24.43% | 28.75%-4.3pp | 109.41%-85.0pp | 29.38%-5.0pp |
| Employer contribution / active EE | $12,144 | $2,571+372.4% | $3,653+232.5% | $2,177+457.9% |
| Participant deferral / active EE | $2,188 | $3,108-29.6% | $4,236-48.3% | $3,514-37.7% |
| Admin fee / account holder | $37 | $624-94.1% | $5,794-99.4% | $847-95.7% |