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 13 · EIN 68-0005489 1320 HARBOR BAY PARKWAY · ALAMEDA, CA 94502 | Contract Administrator | $10,606 |
AMERICAN FUNDS2 years Service code 12 · EIN 95-6817943 P.O. BOX 6040 · INDIANAPOLIS, IN 462066040 | Contract Administrator; Recordkeeping... | $438 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $40,586 | $42,548-4.6% | $74,550-45.6% | $56,287-27.9% |
| Participation rate | 44.4% | 60.5%-16.1pp | 69.1%-24.8pp | 69.9%-25.5pp |
| Annual return | -5.52% | 12.40%-17.9pp | 32.53%-38.1pp | -9.96%+4.4pp |
| Employer contribution / active EE | $814 | $855-4.8% | $1,961-58.5% | $2,111-61.4% |
| Participant deferral / active EE | $3,969 | $2,277+74.3% | $3,108+27.7% | $3,350+18.5% |
| Admin fee / account holder | $76 | $467-83.8% | $5,060-98.5% | $521-85.5% |