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 |
|---|---|---|
EIDE BAILLY LLP1 year Filed as: EIDE BAILLY, LLP Service code 10 · EIN 45-0250958 4040 CAMPBELL AVE., STE 200 · MENLO PARK, CA 94025 | Accounting | $21,700 |
Service code 13 · EIN 94-1586677 48 PARK RD · BURLINGAME, CA 94010 | Contract Administrator | $10,892 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,316 | $69,362+129.7% | $101,248+57.4% | $73,488+116.8% |
| Participation rate | 100.0% | 68.4%+31.6pp | 75.8%+24.2pp | 70.7%+29.3pp |
| Annual return | 22.97% | 18.46%+4.5pp | 46.47%-23.5pp | 28.51%-5.5pp |
| Employer contribution / active EE | $12,705 | $2,628+383.4% | $3,660+247.2% | $2,270+459.7% |
| Participant deferral / active EE | $3,022 | $3,300-8.4% | $4,370-30.8% | $3,740-19.2% |
| Admin fee / account holder | $108 | $704-84.7% | $5,945-98.2% | $513-79.0% |