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 SYSTEMS3+ years Filed as: CORPORATE BENEFIT SYSTEMS, INC. Service code 15 · EIN 22-3954919 1011 BRIOSO DR SUITE 109 · COSTA MESA, CA 92627 | Recordkeeping | $25,426 |
VERISIGHT, INC.3+ years Service code 64 · EIN 27-2037969 2001 NORTH MAIN STREET, SUITE 500 · WALNUT CREEK, CA 94596 | Recordkeeping Fees | $16,366 |
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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,596 | $50,637-33.7% | $86,590-61.2% | $62,292-46.1% |
| Participation rate | 94.3% | 67.9%+26.4pp | 73.5%+20.7pp | 69.5%+24.8pp |
| Annual return | 10.99% | 20.80%-9.8pp | 964.84%-953.8pp | 28.90%-17.9pp |
| Employer contribution / active EE | $2,728 | $2,075+31.4% | $2,839-3.9% | $2,042+33.6% |
| Participant deferral / active EE | $1,471 | $2,611-43.7% | $3,609-59.2% | $3,169-53.6% |
| Admin fee / account holder | $335 | $413-18.9% | $4,906-93.2% | $479-30.1% |