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 SYSTEMS4+ years Filed as: CORPORATE BENEFIT SYSTEMS, INC. Service code 15 · EIN 22-3954919 1011 BRIOSO DR SUITE 109 · COSTA MESA, CA 92627 | Recordkeeping | $28,037 |
VERISIGHT, INC.4+ years Service code 64 · EIN 27-2037969 2001 NORTH MAIN STREET, SUITE 500 · WALNUT CREEK, CA 94596 | Recordkeeping Fees | $18,866 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $29,206 | $44,873-34.9% | $79,464-63.2% | $56,287-48.1% |
| Participation rate | 94.6% | 68.7%+25.9pp | 73.3%+21.2pp | 69.9%+24.7pp |
| Annual return | -5.89% | 0.81%-6.7pp | 718.14%-724.0pp | -9.96%+4.1pp |
| Employer contribution / active EE | $2,843 | $2,140+32.8% | $2,800+1.5% | $2,111+34.7% |
| Participant deferral / active EE | $1,832 | $2,746-33.3% | $3,704-50.5% | $3,350-45.3% |
| Admin fee / account holder | $335 | $418-19.9% | $5,113-93.4% | $521-35.7% |