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 |
|---|---|---|
MJC EMPLOYEE BENEFITS & INS SERV2+ years Service code 16 151 CALLAN AVE STE 200 · SAN LEANDRO, CA 94577 | Consulting | $23,836 |
C. G. UHLENBERG LLP2+ years Service code 10 4032 CLIPPER COURT · FREMONT, CA 94538 | Accounting | $11,000 |
Filed as: EMPOWER RETIREMENT ADVISORY SERVICE Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $8,626 |
Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $62,968 | $107,378-41.4% | $108,579-42.0% | $57,658+9.2% |
| Participation rate | 81.6% | 77.1%+4.5pp | 79.6%+2.1pp | 70.2%+11.4pp |
| Annual return | 7.97% | 12.80%-4.8pp | -51.70%+59.7pp | 5.13%+2.8pp |
| Employer contribution / active EE | $0 | $1,782-100.0% | $3,758-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $3,496 | $3,221+8.5% | $4,311-18.9% | $3,061+14.2% |
| Admin fee / account holder | $106 | $108-2.5% | $7,645-98.6% | $95+11.9% |