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 |
|---|---|---|
CORPORATE BENEFIT SYSTEMS1+ years Filed as: CORPORATE BENEFIT SYSTEMS, INC. Service code 15 · EIN 22-3954919 1011 BRIOSO DR SUITE 109 · COSTA MESA, CA 92627 | Recordkeeping | $25,101 |
VERISIGHT, INC.1+ years Service code 64 · EIN 27-2037969 2001 NORTH MAIN STREET, SUITE 500 · WALNUT CREEK, CA 94596 | Recordkeeping Fees | $18,065 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,592 | $41,854-29.3% | $73,843-59.9% | $52,331-43.5% |
| Participation rate | 87.8% | 66.2%+21.6pp | 73.4%+14.4pp | 68.1%+19.7pp |
| Annual return | -3.90% | 2.11%-6.0pp | 2267.84%-2271.7pp | 4.54%-8.4pp |
| Employer contribution / active EE | $2,391 | $1,920+24.5% | $2,787-14.2% | $1,882+27.0% |
| Participant deferral / active EE | $1,208 | $2,498-51.6% | $3,583-66.3% | $3,022-60.0% |
| Admin fee / account holder | $313 | $493-36.4% | $4,880-93.6% | $592-47.1% |