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 4-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 |
|---|---|---|
BERGER ASSET MANAGEMENT INC2+ years Service code 21 · EIN 77-0408038 701 E CANAL DRIVE · TURLOCK, CA 95380 | Bank Trustee | $115,799 |
R BERGER AND ASSOCIATES2+ years Filed as: R BERGER AND ASSOCIATES, INC. Service code 13 · EIN 94-2265649 701 E CANAL DRIVE · TURLOCK, CA 95380 | Contract Administrator | $25,155 |
PRIEST AMISTADI2+ years Filed as: PRIEST AMISTADI CPA'S Service code 10 · EIN 94-2507389 1021 14TH ST · MODESTO, CA 95354 | Accounting | $14,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,567 | $80,138-33.2% | $130,231-58.9% | $71,457-25.0% |
| Participation rate | 46.0% | 71.0%-25.0pp | 76.3%-30.3pp | 67.9%-21.9pp |
| Annual return | 11.60% | 16.81%-5.2pp | 38.77%-27.2pp | 28.85%-17.3pp |
| Employer contribution / active EE | $1,762 | $2,834-37.8% | $4,126-57.3% | $2,588-31.9% |
| Participant deferral / active EE | $3,145 | $4,641-32.2% | $6,799-53.7% | $4,289-26.7% |
| Admin fee / account holder | $561 | $1,035-45.7% | $6,020-90.7% | $1,587-64.6% |