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 |
|---|---|---|
DODGE & COX4 years Filed as: DODGE AND COX Service code 28 · EIN 94-1441976 | Investment Management | $585,059 |
BENESYS, INC.10+ years Service code 14 · EIN 38-2383171 | Plan Administrator | $238,180 |
Filed as: ELECTRICAL INDUSTRY SERVICE CORP Service code 14 · EIN 94-3053367 | Plan Administrator | $163,127 |
Filed as: FIDELITY INV INST OPERATIONS CO INC Service code 37 · EIN 04-2647786 | Loan Processing | $157,947 |
Filed as: INVESTMENT PERFORMANCE SRVCS, LLC Service code 16 · EIN 58-2432390 | Consulting | $56,000 |
LEONARD CARDER, LLP10+ years Service code 29 · EIN 94-2819269 | Legal | $48,074 |
MILLER KAPLAN ARASE LLP10+ years Service code 10 · EIN 95-2036255 | Accounting | $45,220 |
RAEL & LETSON10+ years Service code 11 · EIN 94-1701048 | Actuarial | $25,585 |
SAN JOAQUIN & CALAVERAS CNTYS JATC10+ years Service code 49 · EIN 94-6411032 | Other Services | $10,799 |
STEPHEN HORN INSURANCE SERVICES10+ years Service code 22 · EIN 94-3249244 | Insurance Broker | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $170,917 | $241,101-29.1% | $103,333+65.4% | $199,593-14.4% |
| Participation rate | 98.5% | 78.3%+20.2pp | 74.5%+24.0pp | 72.0%+26.5pp |
| Annual return | 10.12% | 17.80%-7.7pp | 24.88%-14.8pp | 34.25%-24.1pp |
| Employer contribution / active EE | $9,084 | $4,244+114.0% | $3,868+134.9% | $3,034+199.4% |
| Participant deferral / active EE | $0 | $3,958-100.0% | $5,057-100.0% | $5,087-100.0% |
| Admin fee / account holder | $457 | $288+59.0% | $8,355-94.5% | $269+70.2% |