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 LLP2 years Service code 10 · EIN 45-0250958 1900 S NORFOLK ST · FRESNO, CA 94403 | Accounting | $22,600 |
Filed as: PENSION PLANNING SERVICE INC Service code 14 · EIN 94-1581918 48 PARK ROAD · BURLINGAME, CA 94010 | Plan Administrator | $18,992 |
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 | $210,427 | $76,670+174.5% | $96,683+117.6% | $71,457+194.5% |
| Participation rate | 97.1% | 66.6%+30.5pp | 74.3%+22.8pp | 67.9%+29.2pp |
| Annual return | 22.25% | 48.29%-26.0pp | 35.69%-13.4pp | 28.85%-6.6pp |
| Employer contribution / active EE | $12,354 | $3,031+307.5% | $3,737+230.6% | $2,588+377.4% |
| Participant deferral / active EE | $3,905 | $3,771+3.5% | $4,878-20.0% | $4,289-9.0% |
| Admin fee / account holder | $150 | $2,028-92.6% | $6,730-97.8% | $1,587-90.5% |