See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
EIDE BAILLY LLP4 years Service code 10 · EIN 45-0250958 4040 CAMPBELL AVE. · MENLO PARK, CA 94025 | Accounting | $63,028 |
Service code 13 · EIN 27-1186851 10933 TRADE CENTER DRIVE · RANCHO CORDOVA, CA 95670 | Contract Administrator | $17,735 |
Filed as: GALLAGHER RISK MANAGEMENT SERVICES Service code 23 · EIN 36-2102482 2850 GOLF ROAD · ROLLING MEADOWS, IL 60008 | Insurance services | $16,546 |
AI DISPLAYS INC1 year Service code 13 · EIN 87-3941426 9257 W VIKING ROAD · LAS VEGAS, NV 89147 | Contract Administrator | $16,000 |
PENSION PLANNING SERVICE, INC.10+ years Filed as: PENSION PLANNING SERVICE, INC Service code 13 · EIN 94-1586677 48 PARK ROAD · BURLINGAME, CA 94010 | Contract Administrator | $1,910 |
AMERICAN FUNDS1 year Filed as: CAPITAL GROUP RETIREMENT PLAN SRVC Service code 64 · EIN 82-4555287 6455 IRVINE CENTER DRIVE · IRVINE, CA 92618 | Recordkeeping Fees | $488 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,099 | $95,880+145.2% | $107,525+118.6% | $85,563+174.8% |
| Participation rate | 86.2% | 70.1%+16.0pp | 75.1%+11.1pp | 66.0%+20.2pp |
| Annual return | 19.13% | 68.06%-48.9pp | 181.32%-162.2pp | 31.51%-12.4pp |
| Employer contribution / active EE | $13,747 | $3,812+260.6% | $3,754+266.2% | $2,654+418.0% |
| Participant deferral / active EE | $4,908 | $4,201+16.8% | $5,116-4.1% | $4,375+12.2% |
| Admin fee / account holder | $308 | $1,025-70.0% | $8,919-96.5% | $834-63.1% |