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 |
|---|---|---|
Service code 10 · EIN 45-2820500 2355 CRENSHAW BLVD., STE 155 · TORRANCE, CA 90501 | Accounting | $29,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $114,377 | $56,152+103.7% | $185,823-38.4% | $73,409+55.8% |
| Participation rate | 56.0% | 67.6%-11.5pp | 78.0%-22.0pp | 72.2%-16.2pp |
| Annual return | 17.17% | 17.59%-0.4pp | 35.95%-18.8pp | 59.29%-42.1pp |
| Employer contribution / active EE | $1,677 | $1,532+9.5% | $4,087-59.0% | $2,234-24.9% |
| Participant deferral / active EE | $3,162 | $3,659-13.6% | $5,632-43.9% | $3,805-16.9% |
| Admin fee / account holder | $153 | $132+16.2% | $9,500-98.4% | $158-2.8% |