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 |
|---|---|---|
FINANCIAL DECISIONS1+ years Service code 13 · EIN 68-0236865 5345 N. EL DORADO STREET · STOCKTON, CA 95207 | Contract Administrator | $0 |
FINANCIAL DECISIONS1+ years Filed as: FINANCIAL DECISIONS, INC Service code 27 · EIN 94-2874153 5345 N. EL DORADO STREET · STOCKTON, CA 95207 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,245 | $44,850-61.5% | $60,547-71.5% | $59,632-71.1% |
| Participation rate | 67.0% | 59.5%+7.5pp | 68.0%-0.9pp | 68.7%-1.7pp |
| Annual return | -4.85% | 1074.14%-1079.0pp | 335.64%-340.5pp | 2041.28%-2046.1pp |
| Employer contribution / active EE | $1,542 | $1,462+5.5% | $2,419-36.3% | $2,203-30.0% |
| Participant deferral / active EE | $2,552 | $2,230+14.4% | $3,328-23.3% | $3,192-20.1% |
| Admin fee / account holder | $96 | $3,635-97.4% | $4,536-97.9% | $4,297-97.8% |