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 |
|---|---|---|
MORNINGSTAR2+ years Service code 27 · EIN 36-3297908 UNKNOWN · UNKNOWN, CA 93405 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $85,280 | $58,726+45.2% | $92,233-7.5% | $62,292+36.9% |
| Participation rate | 59.4% | 68.3%-8.9pp | 76.5%-17.1pp | 69.5%-10.1pp |
| Annual return | 18.33% | 43.62%-25.3pp | 176.28%-157.9pp | 28.90%-10.6pp |
| Employer contribution / active EE | $2,187 | $2,392-8.6% | $3,679-40.6% | $2,042+7.1% |
| Participant deferral / active EE | $4,155 | $2,766+50.2% | $3,897+6.6% | $3,169+31.1% |
| Admin fee / account holder | $30 | $556-94.6% | $5,194-99.4% | $479-93.7% |