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 |
|---|---|---|
PRIMARK BENEFITS7 years Service code 13 · EIN 94-2320862 1810 GATEWAY DRIVE, SUITE 230 · SAN MATEO, CA 94404 | Contract Administrator | $46,943 |
SUMMIT WEALTH & RETIREMENT7 years Service code 51 · EIN 68-0291762 1990 N. CALIFORNIA BLVD., SUITE 930 · WALNUT CREEK, CA 94596 | Investment Mgmt Fees | $15,000 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,683 | $82,202-35.9% | $125,339-58.0% | $64,808-18.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -14.03% | 3.48%-17.5pp | 572.05%-586.1pp | 32.82%-46.8pp |
| Employer contribution / active EE | $4,965 | $3,615+37.3% | $4,814+3.1% | $2,506+98.1% |
| Participant deferral / active EE | $6,495 | $7,175-9.5% | $7,446-12.8% | $4,310+50.7% |
| Admin fee / account holder | $146 | $163-10.6% | $10,010-98.5% | $188-22.3% |