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 |
|---|---|---|
Service code 27 915 HIGHLAND POINTE DR. · ROSEVILLE, CA 95678 | Advisory (Plan) | $10,999 |
RIVERPATH INVESTMENTS LLC7 years Filed as: RIVERPATH INVESTMENTS, LLC Service code 26 · EIN 47-3447827 | Advisory (Participants) | $5,532 |
BENEFIT RESOURCES, INC.1 year Service code 13 · EIN 68-0198481 1545 RIVER PARK DR. · SACRAMENTO, CA 95815 | Contract Administrator | $1,700 |
SARA WHITE1 year Filed as: SARA STIVER Service code 27 9448 CRYSTAL SHORE LN. · ELK GROVE, CA 95758 | Advisory (Plan) | $878 |
DAN GAIPA1 year Filed as: DAN WEILER Service code 27 1024 IRON POINT RD. · FOLSOM, CA 95630 | Advisory (Plan) | $627 |
Filed as: AMERICAN UNITED LIFE INSURANCE Service code 15 · EIN 35-0145825 306 S STATE RD 446 · BLOOMINGTON, IN 47401 | Recordkeeping | $567 |
Service code 66 | Other insurance wrap fees; Insurance ... | $0 |
Filed as: EMPOWER ANNUITY INSURANCE CO. Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $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.
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 | $90,056 | $51,175+76.0% | $70,515+27.7% | $75,163+19.8% |
| Participation rate | 59.4% | 60.9%-1.5pp | 68.3%-8.9pp | 67.2%-7.8pp |
| Annual return | 10.03% | 30.02%-20.0pp | 32.77%-22.7pp | 160.62%-150.6pp |
| Employer contribution / active EE | $5,556 | $1,826+204.2% | $2,973+86.8% | $2,670+108.1% |
| Participant deferral / active EE | $1,115 | $2,849-60.9% | $4,567-75.6% | $4,125-73.0% |
| Admin fee / account holder | $253 | $4,091-93.8% | $6,412-96.1% | $5,651-95.5% |