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 LLC4 years Filed as: ESOP PARTNERS Service code 14 · EIN 20-5396546 3601 E EVERGREEN DRIVE · APPLETON, WI 54913 | Plan Administrator | $19,598 |
HUTCHINSON AND BLOODGOOD LLP2 years Service code 10 · EIN 95-0858589 579 AUTO CENTER DRIVE · WATSONVILLE, CA 95076 | Accounting | $16,500 |
PENCHECKS4 years Service code 50 80 MESA BOULEVARD, SUITE 100 · LA MESA, CA 91942 | Direct Payment | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,279 | $41,078-75.0% | $80,569-87.2% | $71,457-85.6% |
| Participation rate | 100.0% | 50.2%+49.8pp | 67.0%+33.0pp | 67.9%+32.1pp |
| Annual return | 6.28% | 38.45%-32.2pp | 935.43%-929.2pp | 28.85%-22.6pp |
| Employer contribution / active EE | $1,919 | $1,506+27.5% | $2,723-29.5% | $2,588-25.8% |
| Participant deferral / active EE | $0 | $2,699-100.0% | $4,447-100.0% | $4,289-100.0% |
| Admin fee / account holder | $220 | $1,840-88.0% | $5,377-95.9% | $1,587-86.1% |