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 SYSTEMS2+ years Filed as: CORPORATE BENEFIT SYSTEMS, INC. Service code 15 · EIN 22-3954919 1011 BRIOSO DR SUITE 109 · COSTA MESA, CA 92627 | Recordkeeping | $25,783 |
VERISIGHT, INC.2+ years Service code 64 · EIN 27-2037969 2001 NORTH MAIN STREET, SUITE 500 · WALNUT CREEK, CA 94596 | Recordkeeping Fees | $14,539 |
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 | $28,395 | $43,423-34.6% | $78,689-63.9% | $55,167-48.5% |
| Participation rate | 100.0% | 68.0%+32.0pp | 73.6%+26.4pp | 69.0%+31.0pp |
| Annual return | 0.69% | 11.53%-10.8pp | 62.18%-61.5pp | 169.23%-168.5pp |
| Employer contribution / active EE | $2,586 | $1,997+29.5% | $2,851-9.3% | $1,963+31.8% |
| Participant deferral / active EE | $1,509 | $2,509-39.8% | $3,517-57.1% | $3,054-50.6% |
| Admin fee / account holder | $294 | $416-29.4% | $4,510-93.5% | $504-41.7% |