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 95-2820500 2790 SKYPARK DRIVE, STE 306 · TORRANCE, CA 90505 | Accounting | $20,380 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $47,920 | $50,458-5.0% | $159,960-70.0% | $64,808-26.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 78.0%+22.0pp | 71.5%+28.5pp |
| Annual return | -21.12% | -13.42%-7.7pp | 408.60%-429.7pp | 32.82%-53.9pp |
| Employer contribution / active EE | $260 | $1,722-84.9% | $4,226-93.9% | $2,506-89.6% |
| Participant deferral / active EE | $3,391 | $4,004-15.3% | $6,182-45.1% | $4,310-21.3% |
| Admin fee / account holder | $56 | $706-92.0% | $8,698-99.4% | $188-70.0% |