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 Service code 10 · EIN 45-0250958 1900 S. NORFOLK ST. STE 225 · SAN MATEO, CA 94403 | Accounting | $19,212 |
Filed as: PENSION PLANNING SERVICE Service code 14 · EIN 94-1581918 48 PRK RD · BURLINGAME, CA 94010 | Plan Administrator | $15,959 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $165,719 | $64,119+158.5% | $112,228+47.7% | $66,914+147.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.1%+24.9pp | 69.8%+30.2pp |
| Annual return | -23.52% | -13.81%-9.7pp | 27.45%-51.0pp | 1.58%-25.1pp |
| Employer contribution / active EE | $15,226 | $3,005+406.6% | $3,635+318.9% | $2,544+498.5% |
| Participant deferral / active EE | $4,283 | $3,693+16.0% | $4,728-9.4% | $4,237+1.1% |
| Admin fee / account holder | $127 | $625-79.8% | $6,410-98.0% | $593-78.7% |