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 |
|---|---|---|
DOWLING & YAHNKE LLC10+ years Filed as: DOWLING & YAHNKE Service code 52 · EIN 26-0266092 | Indirect Investment Fees | $42,585 |
WEST COAST FINANCIAL10+ years Service code 52 · EIN 26-1516464 | Indirect Investment Fees | $24,578 |
BAKER TILLY US, LLP1 year Service code 10 · EIN 30-1413443 4747 EXECUTIVE DRIVE #1300 · SAN DIEGO, CA 92121 | Accounting | $7,855 |
FIDELITY INVESTMENTS INSTITUTIONAL10+ years Service code 37 · EIN 04-2647786 | Loan Processing | $0 |
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,240,779 | $50,815+2341.8% | $155,509+697.9% | $77,643+1498.1% |
| Participation rate | 87.1% | 63.1%+24.0pp | 78.2%+8.9pp | 70.6%+16.6pp |
| Annual return | 16.30% | 34.80%-18.5pp | 64.67%-48.4pp | 31.24%-14.9pp |
| Employer contribution / active EE | $46,657 | $1,993+2241.4% | $4,672+898.5% | $2,726+1611.7% |
| Participant deferral / active EE | $8,144 | $2,822+188.6% | $5,626+44.8% | $4,647+75.2% |
| Admin fee / account holder | $234 | $437-46.3% | $15,912-98.5% | $430-45.5% |