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 |
|---|---|---|
Service code 27 · EIN 26-2322896 251 LAFAYETTE CIRCLE SUITE 200 · LAFAYETTE, CA 94549 | Advisory (Plan) | $18,602 |
SUMMIT CPA GROUP1 year Service code 10 · EIN 11-3730017 9815 DAWSON'S CREEK BLVD · FORT WAYNE, IN 46825 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $37,996 | $50,637-25.0% | $86,590-56.1% | $62,292-39.0% |
| Participation rate | 23.4% | 67.9%-44.5pp | 73.5%-50.2pp | 69.5%-46.1pp |
| Annual return | 15.38% | 20.80%-5.4pp | 964.84%-949.5pp | 28.90%-13.5pp |
| Employer contribution / active EE | $403 | $2,075-80.6% | $2,839-85.8% | $2,042-80.3% |
| Participant deferral / active EE | $581 | $2,611-77.7% | $3,609-83.9% | $3,169-81.7% |
| Admin fee / account holder | $344 | $413-16.7% | $4,906-93.0% | $479-28.1% |