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 |
|---|---|---|
TROMBINO PENSION ADMINISTRATORS INC10+ years Service code 13 · EIN 01-0577649 45946 CORTE CARMELLO · TEMECULA, CA 92592 | Contract Administrator | $27,180 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY US LLP Service code 10 · EIN 30-1413443 2040 MAIN STREET, #900 · IRVINE, CA 92614 | Accounting | $22,575 |
Filed as: EMPOWER ADVISORY GROUP, LLC Service code 28 · EIN 84-1532243 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Investment Management | $7,877 |
Filed as: EMPOWER ANNUITY INS CO OF AMERICA Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $2,821 |
Filed as: MML INVESTORS SERVICES LLC Service code 55 · EIN 04-2746212 PO BOX 9500 · SPRINGFIELD, MA 011029500 | Other Commissions | $0 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $30,552 | $103,024-70.3% | $112,040-72.7% | $79,634-61.6% |
| Participation rate | 26.8% | 80.6%-53.8pp | 76.5%-49.7pp | 62.5%-35.7pp |
| Annual return | 11.18% | 17.60%-6.4pp | 24.52%-13.3pp | 36.46%-25.3pp |
| Employer contribution / active EE | $0 | $3,015-100.0% | $2,954-100.0% | $2,529-100.0% |
| Participant deferral / active EE | $648 | $5,233-87.6% | $5,098-87.3% | $3,835-83.1% |
| Admin fee / account holder | $133 | $465-71.3% | $12,098-98.9% | $1,002-86.7% |