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 9-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 |
|---|---|---|
DOWLING & YAHNKE LLC4 years Filed as: DOWLING AND YAHNKE Service code 28 · EIN 33-0465041 | Investment Management | $31,247 |
ASCENSUS LLC1 year Service code 13 · EIN 11-3665754 | Contract Administrator | $21,545 |
UBS FINANCIAL SERVICES INC6 years Filed as: UBS FINANCIAL SERVICES Service code 28 | Investment Management | $19,296 |
US BANK4 years Filed as: US BANK INSTITUTIONAL TRUST & CUST Service code 21 · EIN 94-0303228 | Bank Trustee | $10,277 |
ALPHACORE CAPITAL LLC1 year Service code 28 875 PROSPECT STREET · LA JOLLA, CA 92037 | Investment Management | $7,603 |
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,162 | $79,694-48.3% | $96,139-57.2% | $79,386-48.1% |
| Participation rate | 99.6% | 54.0%+45.6pp | 68.4%+31.1pp | 70.7%+28.9pp |
| Annual return | 8.42% | 40.84%-32.4pp | 191.94%-183.5pp | 116.85%-108.4pp |
| Employer contribution / active EE | $4,219 | $1,443+192.4% | $2,797+50.9% | $2,427+73.8% |
| Participant deferral / active EE | $0 | $2,539-100.0% | $4,349-100.0% | $4,046-100.0% |
| Admin fee / account holder | $267 | $630-57.6% | $5,537-95.2% | $626-57.4% |