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 |
|---|---|---|
PREMIER FINANCIAL GROUP1+ years Service code 27 · EIN 68-0150543 725 6TH STREET · EUREKA, CA 95501 | Advisory (Plan) | $16,694 |
HUNTER HUNTER & HUNT LLP1+ years Service code 10 · EIN 68-0166671 1315 FOURTH STREET · EUREKA, CA 95501 | Accounting | $5,904 |
FIRST MERCANTILE TRUST COMPANY1+ years Service code 15 · EIN 62-1549435 57 GERMANTOWN COURT · CORDOVA, TN 38018 | Recordkeeping | $5,015 |
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 | $35,702 | $43,550-18.0% | $63,517-43.8% | $52,331-31.8% |
| Participation rate | 91.1% | 65.7%+25.4pp | 71.0%+20.0pp | 68.1%+23.0pp |
| Annual return | -1.95% | 2.03%-4.0pp | -70.30%+68.3pp | 4.54%-6.5pp |
| Employer contribution / active EE | $814 | $1,351-39.7% | $2,322-64.9% | $1,882-56.7% |
| Participant deferral / active EE | $1,580 | $2,254-29.9% | $2,953-46.5% | $3,022-47.7% |
| Admin fee / account holder | $242 | $387-37.4% | $5,892-95.9% | $592-59.1% |