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 |
|---|---|---|
NWPS1 year Service code 11 · EIN 91-2090931 | Actuarial | $224,815 |
MAMMINI COMPANY INC.1 year Filed as: MAMMINI COMPANY, INC. Service code 27 9750 MIRAMAR RD STE 300 · SAN DIEGO, CA 92126 | Advisory (Plan) | $50,794 |
ZENITH AMERICAN SOLUTIONS4 years Service code 13 1600 HARBOR BAY PKWY STE 200 · ALAMEDA, CA 94502 | Contract Administrator | $48,255 |
Filed as: PIPE TRADE DC #36 PENSION TRUST Service code 30 · EIN 94-6082956 | Employee (plan); Direct payment from ... | $19,263 |
MATRIX TRUST COMPANY7+ years Service code 28 · EIN 75-3182674 | Investment Management | $18,100 |
EIDE BAILLY LLP2 years Service code 10 · EIN 45-0250958 | Accounting | $17,771 |
Service code 29 369 PINE ST STE 800 · SAN FRANCISCO, CA 94104 | Legal | $8,123 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,682 | $88,770-39.5% | $109,143-50.8% | $93,030-42.3% |
| Participation rate | 100.0% | 81.5%+18.5pp | 75.9%+24.1pp | 73.9%+26.1pp |
| Annual return | 11.63% | 60.64%-49.0pp | 25.75%-14.1pp | 158.70%-147.1pp |
| Employer contribution / active EE | $7,774 | $3,780+105.7% | $3,722+108.9% | $2,706+187.3% |
| Participant deferral / active EE | $0 | $3,630-100.0% | $4,653-100.0% | $4,562-100.0% |
| Admin fee / account holder | $179 | $172+4.1% | $6,752-97.3% | $152+18.3% |