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 |
|---|---|---|
Filed as: BARTLETT PRINGLE & WOLF, LLP Service code 10 1123 CHAPALA STREET · SANTA BARBARA, CA 93190 | Accounting | $12,500 |
Filed as: MERRILL LYNCH, PIERCE, FENNER AND S Service code 15 · EIN 13-5674085 | Recordkeeping | $1,386 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $282,300 | $87,125+224.0% | $108,410+160.4% | $86,799+225.2% |
| Participation rate | 85.7% | 80.5%+5.2pp | 80.1%+5.6pp | 72.3%+13.4pp |
| Annual return | 17.92% | 25.21%-7.3pp | 905.27%-887.4pp | 97.91%-80.0pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $3,558-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $15,724 | $6,944+126.4% | $6,563+139.6% | $4,131+280.6% |
| Admin fee / account holder | $34 | $130-73.7% | $7,295-99.5% | $170-79.8% |