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 9-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 51 · EIN 61-1758632 24 E. COTA ST. · SANTA BARBARA, CA 93101 | Investment Mgmt Fees | $6,803 |
NATIONWIDE2 years Service code 64 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $4,675 |
PEERY & ASSOCIATES, INC.2 years Service code 14 · EIN 94-3274051 PO BOX 850 · PESCADERO, CA 94060 | Plan Administrator | $1,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $20,828 | $77,899-73.3% | $149,673-86.1% | $75,163-72.3% |
| Participation rate | 41.9% | 65.6%-23.7pp | 78.8%-36.9pp | 67.2%-25.3pp |
| Annual return | 13.29% | 31.72%-18.4pp | 134.42%-121.1pp | 160.62%-147.3pp |
| Employer contribution / active EE | $325 | $3,137-89.6% | $4,818-93.2% | $2,670-87.8% |
| Participant deferral / active EE | $2,592 | $3,411-24.0% | $5,680-54.4% | $4,125-37.2% |
| Admin fee / account holder | $203 | $5,956-96.6% | $13,210-98.5% | $5,651-96.4% |