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 71 · EIN 94-2524303 180 7TH AVE, SUITE 103 · SANTA CRUZ, CA 95062 | Brokerage Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $213,901 | $58,726+264.2% | $92,233+131.9% | $62,292+243.4% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 6.68% | 43.62%-36.9pp | 176.28%-169.6pp | 28.90%-22.2pp |
| Employer contribution / active EE | $12,754 | $2,392+433.2% | $3,679+246.6% | $2,042+524.5% |
| Participant deferral / active EE | $1,001 | $2,766-63.8% | $3,897-74.3% | $3,169-68.4% |
| Admin fee / account holder | $135 | $556-75.7% | $5,194-97.4% | $479-71.8% |