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 |
|---|---|---|
SOLERA ASSET MANAGERS LLC2 years Service code 27 1504 EUREKA RD STE 390 · ROSEVILLE, CA 95661 | Advisory (Plan) | $23,130 |
LYNN CERINO1 year Filed as: LYNN D JANZEN Service code 10 1010 S COUNTRY GLENWAY · ANAHEIM HILLS, CA 92808 | Accounting | $6,766 |
AMERICAN FUNDS2 years Filed as: CAPITAL GROUP RETIREMENT PLAN SVCS. Service code 25 · EIN 82-4555287 | Directed Trustee | $1,112 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,897 | $58,101-64.0% | $118,925-82.4% | $73,409-71.5% |
| Participation rate | 32.3% | 56.1%-23.8pp | 75.4%-43.1pp | 72.2%-39.9pp |
| Annual return | 14.15% | 20.56%-6.4pp | 35.88%-21.7pp | 59.29%-45.1pp |
| Employer contribution / active EE | $162 | $1,445-88.8% | $3,263-95.0% | $2,234-92.8% |
| Participant deferral / active EE | $643 | $2,400-73.2% | $4,265-84.9% | $3,805-83.1% |
| Admin fee / account holder | $92 | $138-33.2% | $6,581-98.6% | $158-41.5% |