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 |
|---|---|---|
ESOP PARTNERS LLC3 years Filed as: ESOP PARTNERS Service code 14 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Plan Administrator | $65,449 |
Service code 10 · EIN 95-0858589 579 AUTO CENTER DRIVE · WATSONVILLE, CA 95076 | Accounting | $17,850 |
PENCHECKS3 years Service code 50 80 MESA BOULEVARD, SUITE 100 · LA MESA, CA 91942 | Direct Payment | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,977 | $37,393-76.0% | $77,024-88.3% | $66,914-86.6% |
| Participation rate | 96.4% | 52.9%+43.5pp | 67.9%+28.5pp | 69.8%+26.6pp |
| Annual return | -13.17% | -3.29%-9.9pp | 42.32%-55.5pp | 1.58%-14.7pp |
| Employer contribution / active EE | $1,951 | $1,531+27.5% | $2,812-30.6% | $2,544-23.3% |
| Participant deferral / active EE | $0 | $2,617-100.0% | $4,426-100.0% | $4,237-100.0% |
| Admin fee / account holder | $439 | $567-22.6% | $5,425-91.9% | $593-26.0% |