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 |
|---|---|---|
HEDMAN PARTNERS LLP3 years Service code 10 27441 TOURNEY ROAD, SUITE 200 · VALENCIA, CA 91355 | Accounting | $15,750 |
THE RYDING COMPANY10+ years Service code 13 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Contract Administrator | $2,325 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,970 | $89,588+13.8% | $136,007-25.0% | $77,643+31.3% |
| Participation rate | 60.5% | 74.3%-13.8pp | 76.5%-15.9pp | 70.6%-10.1pp |
| Annual return | 9.95% | 17.42%-7.5pp | 579.32%-569.4pp | 31.24%-21.3pp |
| Employer contribution / active EE | $1,054 | $3,491-69.8% | $4,217-75.0% | $2,726-61.3% |
| Participant deferral / active EE | $5,208 | $5,591-6.9% | $7,025-25.9% | $4,647+12.1% |
| Admin fee / account holder | $99 | $539-81.7% | $6,858-98.6% | $430-77.1% |