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Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
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| Provider | Service type | Compensation |
|---|---|---|
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN QUALIFIED PLANS, INC. Service code 13 · EIN 94-2826846 1404 CONCANNON BLVD · LIVERMORE, CA 94550 | Contract Administrator | $14,125 |
BPM LLP1+ years Filed as: BURR PILGER MAYER, INC. Service code 10 · EIN 26-3839190 60 S MARKET ST · SAN JOSE, CA 95113 | Accounting | $8,000 |
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $2,338 | $52,681-95.6% | $75,781-96.9% | $59,632-96.1% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -7.15% | 2.95%-10.1pp | 9.68%-16.8pp | 2041.28%-2048.4pp |
| Employer contribution / active EE | $1,829 | $2,193-16.6% | $3,323-45.0% | $2,203-16.9% |
| Participant deferral / active EE | $0 | $2,591-100.0% | $3,651-100.0% | $3,192-100.0% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |